HWA
HCR Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
11,320
-85
| -0.7% | -$6.81K | 0.11% | 108 |
|
|
2025
Q1 | $819K | Hold |
11,405
| – | – | 0.11% | 111 |
|
|
2024
Q4 | $801K | Buy |
11,405
+9
| +0.1% | +$632 | 0.1% | 112 |
|
|
2024
Q3 | $644K | Hold |
11,396
| – | – | 0.08% | 123 |
|
|
2024
Q2 | $677K | Hold |
11,396
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $661K | Hold |
11,396
| – | – | 0.1% | 114 |
|
|
2023
Q4 | $561K | Buy |
11,396
+1,215
| +12% | +$59.8K | 0.09% | 112 |
|
|
2023
Q3 | $416K | Hold |
10,181
| – | – | 0.09% | 112 |
|
|
2023
Q2 | $435K | Sell |
10,181
-36
| -0.4% | -$1.54K | 0.08% | 120 |
|
|
2023
Q1 | $382K | Hold |
10,217
| – | – | 0.08% | 127 |
|
|
2022
Q4 | $422K | Hold |
10,217
| – | – | 0.09% | 120 |
|
|
2022
Q3 | $411K | Sell |
10,217
-54
| -0.5% | -$2.17K | 0.09% | 117 |
|
|
2022
Q2 | $402K | Sell |
10,271
-400
| -4% | -$15.7K | 0.08% | 125 |
|
|
2022
Q1 | $517K | Buy |
10,671
+400
| +4% | +$19.4K | 0.08% | 123 |
|
|
2021
Q4 | $493K | Hold |
10,271
| – | – | 0.08% | 139 |
|
|
2021
Q3 | $477K | Hold |
10,271
| – | – | 0.08% | 138 |
|
|
2021
Q2 | $465K | Buy |
10,271
+1,928
| +23% | +$87.3K | 0.08% | 133 |
|
|
2021
Q1 | $326K | Sell |
8,343
-6,552
| -44% | -$256K | 0.06% | 150 |
|
|
2020
Q4 | $450K | Sell |
14,895
-800
| -5% | -$24.2K | 0.09% | 126 |
|
|
2020
Q3 | $357K | Sell |
15,695
-1,000
| -6% | -$22.7K | 0.08% | 126 |
|
|
2020
Q2 | $423K | Sell |
16,695
-1,243
| -7% | -$31.5K | 0.1% | 106 |
|
|
2020
Q1 | $515K | Sell |
17,938
-4,755
| -21% | -$137K | 0.15% | 88 |
|
|
2019
Q4 | $1.22M | Buy |
22,693
+2,532
| +13% | +$136K | 0.3% | 63 |
|
|
2019
Q3 | $1.03M | Buy |
20,161
+3,545
| +21% | +$180K | 0.34% | 63 |
|
|
2019
Q2 | $786K | Sell |
16,616
-8,218
| -33% | -$389K | 0.22% | 81 |
|
|
2019
Q1 | $1.2M | Sell |
24,834
-15,472
| -38% | -$747K | 0.34% | 58 |
|
|
2018
Q4 | $1.86M | Sell |
40,306
-4,420
| -10% | -$204K | 0.6% | 31 |
|
|
2018
Q3 | $2.31M | Sell |
44,726
-4,485
| -9% | -$232K | 0.75% | 26 |
|
|
2018
Q2 | $2.75M | Sell |
49,211
-690
| -1% | -$38.6K | 0.9% | 22 |
|
|
2018
Q1 | $2.62M | Sell |
49,901
-206
| -0.4% | -$10.8K | 0.91% | 22 |
|
|
2017
Q4 | $3.04M | Buy |
50,107
+175
| +0.4% | +$10.6K | 1.06% | 19 |
|
|
2017
Q3 | $2.75M | Sell |
49,932
-340
| -0.7% | -$18.8K | 1.16% | 19 |
|
|
2017
Q2 | $2.79M | Sell |
50,272
-620
| -1% | -$34.4K | 1.38% | 16 |
|
|
2017
Q1 | $2.83M | Sell |
50,892
-898
| -2% | -$50K | 1.45% | 16 |
|
|
2016
Q4 | $2.85M | Buy |
+51,790
| New | +$2.85M | 1.51% | 14 |
|