HA
HC Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
3,284
-715
| -18% | -$57.3K | 0.19% | 49 |
|
|
2025
Q1 | $287K | Sell |
3,999
-849
| -18% | -$61K | 0.22% | 42 |
|
|
2024
Q4 | $341K | Buy |
4,848
+655
| +16% | +$46K | 0.27% | 39 |
|
|
2024
Q3 | $237K | Hold |
4,193
| – | – | 0.19% | 46 |
|
|
2024
Q2 | $249K | Sell |
4,193
-190
| -4% | -$11.3K | 0.23% | 41 |
|
|
2024
Q1 | $254K | Sell |
4,383
-605
| -12% | -$35.1K | 0.12% | 77 |
|
|
2023
Q4 | $246K | Hold |
4,988
| – | – | 0.14% | 78 |
|
|
2023
Q3 | $204K | Buy |
+4,988
| New | +$204K | 0.12% | 79 |
|
|
2020
Q3 | – | Sell |
-15,767
| Closed | -$404K | – | 87 |
|
|
2020
Q2 | $404K | Buy |
+15,767
| New | +$404K | 0.33% | 52 |
|