HBK Sorce Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
22,535
-2,008
| -8% | -$161K | 0.05% | 150 |
|
|
2025
Q1 | $1.76M | Buy |
24,543
+1,617
| +7% | +$116K | 0.05% | 145 |
|
|
2024
Q4 | $1.61M | Buy |
22,926
+3,002
| +15% | +$211K | 0.05% | 158 |
|
|
2024
Q3 | $1.13M | Sell |
19,924
-982
| -5% | -$55.5K | 0.03% | 204 |
|
|
2024
Q2 | $1.24M | Buy |
20,906
+423
| +2% | +$25.1K | 0.04% | 182 |
|
|
2024
Q1 | $1.19M | Sell |
20,483
-58
| -0.3% | -$3.36K | 0.04% | 190 |
|
|
2023
Q4 | $1.01M | Sell |
20,541
-1,757
| -8% | -$86.5K | 0.04% | 202 |
|
|
2023
Q3 | $911K | Buy |
22,298
+3,968
| +22% | +$162K | 0.04% | 209 |
|
|
2023
Q2 | $782K | Buy |
18,330
+1,151
| +7% | +$49.1K | 0.03% | 244 |
|
|
2023
Q1 | $642K | Sell |
17,179
-13,533
| -44% | -$506K | 0.03% | 282 |
|
|
2022
Q4 | $1.27M | Buy |
30,712
+15,505
| +102% | +$640K | 0.03% | 246 |
|
|
2022
Q3 | $612K | Buy |
15,207
+4,309
| +40% | +$173K | 0.04% | 231 |
|
|
2022
Q2 | $427K | Sell |
10,898
-3,246
| -23% | -$127K | 0.03% | 263 |
|
|
2022
Q1 | $685K | Sell |
14,144
-277
| -2% | -$13.4K | 0.04% | 254 |
|
|
2021
Q4 | $692K | Buy |
14,421
+89
| +0.6% | +$4.27K | 0.04% | 274 |
|
|
2021
Q3 | $665K | Buy |
14,332
+285
| +2% | +$13.2K | 0.04% | 266 |
|
|
2021
Q2 | $636K | Sell |
14,047
-1,492
| -10% | -$67.6K | 0.04% | 281 |
|
|
2021
Q1 | $607K | Buy |
15,539
+913
| +6% | +$35.7K | 0.04% | 262 |
|
|
2020
Q4 | $441K | Sell |
14,626
-2,015
| -12% | -$60.8K | 0.03% | 297 |
|
|
2020
Q3 | $391K | Buy |
16,641
+359
| +2% | +$8.44K | 0.03% | 302 |
|
|
2020
Q2 | $417K | Sell |
16,282
-2,141
| -12% | -$54.8K | 0.03% | 277 |
|
|
2020
Q1 | $529K | Buy |
18,423
+2,488
| +16% | +$71.4K | 0.05% | 205 |
|
|
2019
Q4 | $857K | Sell |
15,935
-2,761
| -15% | -$148K | 0.07% | 187 |
|
|
2019
Q3 | $943K | Buy |
18,696
+150
| +0.8% | +$7.57K | 0.09% | 161 |
|
|
2019
Q2 | $878K | Sell |
18,546
-1,555
| -8% | -$73.6K | 0.08% | 169 |
|
|
2019
Q1 | $971K | Buy |
20,101
+1,324
| +7% | +$64K | 0.1% | 159 |
|
|
2018
Q4 | $865K | Sell |
18,777
-699
| -4% | -$32.2K | 0.1% | 158 |
|
|
2018
Q3 | $1.02M | Sell |
19,476
-1,493
| -7% | -$78.5K | 0.12% | 128 |
|
|
2018
Q2 | $1.16M | Sell |
20,969
-519
| -2% | -$28.8K | 0.13% | 115 |
|
|
2018
Q1 | $1.13M | Sell |
21,488
-164
| -0.8% | -$8.59K | 0.14% | 109 |
|
|
2017
Q4 | $1.31M | Buy |
21,652
+3,715
| +21% | +$225K | 0.16% | 104 |
|
|
2017
Q3 | $989K | Buy |
17,937
+360
| +2% | +$19.8K | 0.15% | 100 |
|
|
2017
Q2 | $974K | Sell |
17,577
-997
| -5% | -$55.2K | 0.16% | 94 |
|
|
2017
Q1 | $1.03M | Sell |
18,574
-2,308
| -11% | -$128K | 0.18% | 55 |
|
|
2016
Q4 | $1.15M | Sell |
20,882
-13,635
| -40% | -$752K | 0.21% | 80 |
|
|
2016
Q3 | $1.53M | Buy |
34,517
+2,931
| +9% | +$130K | 0.3% | 54 |
|
|
2016
Q2 | $1.5M | Sell |
31,586
-1,912
| -6% | -$90.5K | 0.32% | 51 |
|
|
2016
Q1 | $1.62M | Buy |
33,498
+6,259
| +23% | +$303K | 0.38% | 38 |
|
|
2015
Q4 | $1.48M | Buy |
27,239
+858
| +3% | +$46.7K | 0.39% | 42 |
|
|
2015
Q3 | $1.36M | Buy |
26,381
+2,877
| +12% | +$148K | 0.44% | 31 |
|
|
2015
Q2 | $1.32M | Buy |
23,504
+705
| +3% | +$39.7K | 0.45% | 37 |
|
|
2015
Q1 | $1.24M | Buy |
22,799
+4,240
| +23% | +$231K | 0.42% | 34 |
|
|
2014
Q4 | $1.02M | Buy |
18,559
+1,583
| +9% | +$86.7K | 0.35% | 53 |
|
|
2014
Q3 | $881K | Buy |
16,976
+329
| +2% | +$17.1K | 0.32% | 52 |
|
|
2014
Q2 | $875K | Buy |
16,647
+191
| +1% | +$10K | 0.3% | 52 |
|
|
2014
Q1 | $819K | Buy |
16,456
+175
| +1% | +$8.71K | 0.3% | 53 |
|
|
2013
Q4 | $739K | Sell |
16,281
-3,973
| -20% | -$180K | 0.27% | 55 |
|
|
2013
Q3 | $837K | Sell |
20,254
-18,512
| -48% | -$765K | 0.35% | 44 |
|
|
2013
Q2 | $1.6M | Buy |
+38,766
| New | +$1.6M | 0.35% | 48 |
|