Hemington Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
2,948
+428
| +17% | +$34.3K | 0.03% | 118 |
|
|
2025
Q1 | $180K | Buy |
2,520
+156
| +7% | +$11.1K | 0.03% | 136 |
|
|
2024
Q4 | $166K | Buy |
2,364
+278
| +13% | +$19.5K | 0.04% | 140 |
|
|
2024
Q3 | $135K | Buy |
+2,086
| New | +$135K | 0.04% | 155 |
|
|
2024
Q1 | – | Sell |
-6,045
| Closed | -$298K | – | 121 |
|
|
2023
Q4 | $298K | Buy |
+6,045
| New | +$298K | 0.12% | 86 |
|