HFA
HC Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $154K | Sell |
3,942
-200
| -5% | -$7.81K | 0.1% | 86 |
|
|
2022
Q1 | $201K | Sell |
4,142
-290
| -7% | -$14.1K | 0.12% | 79 |
|
|
2021
Q4 | $213K | Sell |
4,432
-1,051
| -19% | -$50.5K | 0.12% | 82 |
|
|
2021
Q3 | $254K | Sell |
5,483
-33
| -0.6% | -$1.53K | 0.15% | 73 |
|
|
2021
Q2 | $250K | Sell |
5,516
-1,378
| -20% | -$62.5K | 0.15% | 74 |
|
|
2021
Q1 | $269K | Sell |
6,894
-326
| -5% | -$12.7K | 0.16% | 68 |
|
|
2020
Q4 | $218K | Sell |
7,220
-4,389
| -38% | -$133K | 0.14% | 71 |
|
|
2020
Q3 | $273K | Sell |
11,609
-10,285
| -47% | -$242K | 0.2% | 67 |
|
|
2020
Q2 | $560K | Sell |
21,894
-360
| -2% | -$9.21K | 0.44% | 58 |
|
|
2020
Q1 | $639K | Sell |
22,254
-2,135
| -9% | -$61.3K | 0.57% | 54 |
|
|
2019
Q4 | $1.31M | Sell |
24,389
-642
| -3% | -$34.5K | 1.03% | 41 |
|
|
2019
Q3 | $1.26M | Sell |
25,031
-2,157
| -8% | -$109K | 1.08% | 41 |
|
|
2019
Q2 | $1.29M | Sell |
27,188
-3,821
| -12% | -$181K | 1.28% | 36 |
|
|
2019
Q1 | $1.5M | Buy |
+31,009
| New | +$1.5M | 1.57% | 34 |
|
|
2018
Q4 | – | Sell |
-34,759
| Closed | -$1.83M | – | 65 |
|
|
2018
Q3 | $1.83M | Sell |
34,759
-1,279
| -4% | -$67.2K | 1.62% | 25 |
|
|
2018
Q2 | $2M | Buy |
36,038
+70
| +0.2% | +$3.88K | 1.95% | 17 |
|
|
2018
Q1 | $1.89M | Sell |
35,968
-821
| -2% | -$43K | 1.86% | 22 |
|
|
2017
Q4 | $2.23M | Buy |
+36,789
| New | +$2.23M | 2.16% | 14 |
|