HCR Wealth Advisors’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 | $911K | Hold |
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|
2025
Q2 | $907K | Sell |
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|
2025
Q1 | $819K | Hold |
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|
2024
Q4 | $801K | Buy |
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|
2024
Q3 | $644K | Hold |
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|
2024
Q2 | $677K | Hold |
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|
2024
Q1 | $661K | Hold |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $422K | Hold |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $493K | Hold |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $450K | Sell |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $786K | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.86M | Sell |
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|
2018
Q3 | $2.31M | Sell |
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|
2018
Q2 | $2.75M | Sell |
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|
2018
Q1 | $2.62M | Sell |
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|
2017
Q4 | $3.04M | Buy |
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|
2017
Q3 | $2.75M | Sell |
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|
2017
Q2 | $2.79M | Sell |
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|
2017
Q1 | $2.83M | Sell |
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|
2016
Q4 | $2.85M | Buy |
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