HBK Sorce Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.98M | Buy |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.19M | Sell |
|
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $911K | Buy |
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|
2023
Q2 | $782K | Buy |
|
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|
2023
Q1 | $642K | Sell |
|
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|
2022
Q4 | $1.27M | Buy |
|
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|
2022
Q3 | $612K | Buy |
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|
2022
Q2 | $427K | Sell |
|
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $391K | Buy |
|
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|
2020
Q2 | $417K | Sell |
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|
2020
Q1 | $529K | Buy |
|
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|
2019
Q4 | $857K | Sell |
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|
2019
Q3 | $943K | Buy |
|
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|
2019
Q2 | $878K | Sell |
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|
2019
Q1 | $971K | Buy |
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|
2018
Q4 | $865K | Sell |
|
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|
2018
Q3 | $1.02M | Sell |
|
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|
2018
Q2 | $1.16M | Sell |
|
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|
2018
Q1 | $1.13M | Sell |
|
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|
2017
Q4 | $1.31M | Buy |
|
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|
2017
Q3 | $989K | Buy |
|
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|
2017
Q2 | $974K | Sell |
|
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|
2017
Q1 | $1.03M | Sell |
|
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|
2016
Q4 | $1.15M | Sell |
|
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|
2016
Q3 | $1.53M | Buy |
|
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|
2016
Q2 | $1.5M | Sell |
|
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $1.48M | Buy |
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|
2015
Q3 | $1.35M | Buy |
|
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $1.24M | Buy |
|
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|
2014
Q4 | $1.02M | Buy |
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|
2014
Q3 | $881K | Buy |
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|
2014
Q2 | $875K | Buy |
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|
2014
Q1 | $819K | Buy |
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|
2013
Q4 | $739K | Sell |
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|
2013
Q3 | $837K | Sell |
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|
2013
Q2 | $1.6M | Buy |
|