HAM
Hedges Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
17,500
-6,000
| -26% | -$481K | 1.13% | 28 |
|
|
2025
Q1 | $1.69M | Sell |
23,500
-3,000
| -11% | -$215K | 1.11% | 29 |
|
|
2024
Q4 | $1.86M | Sell |
26,500
-7,600
| -22% | -$534K | 1.23% | 27 |
|
|
2024
Q3 | $1.93M | Hold |
34,100
| – | – | 1.28% | 24 |
|
|
2024
Q2 | $2.03M | Sell |
34,100
-6,000
| -15% | -$356K | 1.45% | 20 |
|
|
2024
Q1 | $2.32M | Hold |
40,100
| – | – | 1.63% | 16 |
|
|
2023
Q4 | $1.97M | Hold |
40,100
| – | – | 1.54% | 16 |
|
|
2023
Q3 | $1.64M | Hold |
40,100
| – | – | 1.43% | 20 |
|
|
2023
Q2 | $1.71M | Hold |
40,100
| – | – | 1.45% | 20 |
|
|
2023
Q1 | $1.5M | Buy |
40,100
+1,000
| +3% | +$37.4K | 1.27% | 23 |
|
|
2022
Q4 | $1.61M | Buy |
39,100
+2,000
| +5% | +$82.6K | 1.44% | 18 |
|
|
2022
Q3 | $1.49M | Hold |
37,100
| – | – | 1.49% | 14 |
|
|
2022
Q2 | $1.45M | Hold |
37,100
| – | – | 1.37% | 18 |
|
|
2022
Q1 | $1.8M | Sell |
37,100
-1,000
| -3% | -$48.5K | 1.39% | 17 |
|
|
2021
Q4 | $1.83M | Buy |
+38,100
| New | +$1.83M | 1.42% | 15 |
|