HCM
Hengehold Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
3,002
+2
| +0.1% | +$160 | 0.02% | 192 |
|
|
2025
Q1 | $215K | Sell |
3,000
-2,394
| -44% | -$172K | 0.02% | 191 |
|
|
2024
Q4 | $379K | Buy |
5,394
+793
| +17% | +$55.7K | 0.04% | 148 |
|
|
2024
Q3 | $260K | Buy |
+4,601
| New | +$260K | 0.02% | 177 |
|
|
2021
Q3 | – | Sell |
-70,333
| Closed | -$3.19M | – | 163 |
|
|
2021
Q2 | $3.19M | Sell |
70,333
-7,950
| -10% | -$360K | 0.42% | 37 |
|
|
2021
Q1 | $3.06M | Sell |
78,283
-1,812
| -2% | -$70.8K | 0.42% | 38 |
|
|
2020
Q4 | $2.42M | Sell |
80,095
-3,515
| -4% | -$106K | 0.36% | 37 |
|
|
2020
Q3 | $1.97M | Sell |
83,610
-7,592
| -8% | -$179K | 0.32% | 46 |
|
|
2020
Q2 | $2.34M | Buy |
91,202
+49,484
| +119% | +$1.27M | 0.41% | 34 |
|
|
2020
Q1 | $1.2M | Sell |
41,718
-4,717
| -10% | -$135K | 0.26% | 48 |
|
|
2019
Q4 | $2.5M | Sell |
46,435
-678
| -1% | -$36.5K | 0.42% | 41 |
|
|
2019
Q3 | $2.38M | Buy |
47,113
+757
| +2% | +$38.2K | 0.44% | 39 |
|
|
2019
Q2 | $2.19M | Buy |
46,356
+932
| +2% | +$44.1K | 0.42% | 44 |
|
|
2019
Q1 | $2.2M | Buy |
45,424
+1,686
| +4% | +$81.5K | 0.52% | 40 |
|
|
2018
Q4 | $2.02M | Sell |
43,738
-27
| -0.1% | -$1.24K | 0.65% | 36 |
|
|
2018
Q3 | $2.3M | Buy |
43,765
+602
| +1% | +$31.6K | 0.58% | 36 |
|
|
2018
Q2 | $2.39M | Buy |
43,163
+503
| +1% | +$27.9K | 0.62% | 31 |
|
|
2018
Q1 | $2.24M | Sell |
42,660
-282
| -0.7% | -$14.8K | 0.59% | 35 |
|
|
2017
Q4 | $2.61M | Buy |
42,942
+85
| +0.2% | +$5.16K | 0.68% | 25 |
|
|
2017
Q3 | $2.36M | Buy |
42,857
+696
| +2% | +$38.4K | 0.63% | 30 |
|
|
2017
Q2 | $2.34M | Buy |
42,161
+2,167
| +5% | +$120K | 0.66% | 29 |
|
|
2017
Q1 | $2.23M | Buy |
39,994
+1,202
| +3% | +$66.9K | 0.62% | 32 |
|
|
2016
Q4 | $2.14M | Buy |
38,792
+480
| +1% | +$26.5K | 0.65% | 31 |
|
|
2016
Q3 | $1.7M | Buy |
38,312
+2,070
| +6% | +$91.6K | 0.54% | 42 |
|
|
2016
Q2 | $1.72M | Buy |
36,242
+359
| +1% | +$17K | 0.56% | 40 |
|
|
2016
Q1 | $1.74M | Buy |
35,883
+908
| +3% | +$43.9K | 0.56% | 42 |
|
|
2015
Q4 | $1.9M | Sell |
34,975
-807
| -2% | -$43.9K | 0.68% | 32 |
|
|
2015
Q3 | $1.84M | Sell |
35,782
-677
| -2% | -$34.8K | 0.8% | 28 |
|
|
2015
Q2 | $2.05M | Sell |
36,459
-3,393
| -9% | -$191K | 0.73% | 24 |
|
|
2015
Q1 | $2.17M | Sell |
39,852
-1,082
| -3% | -$58.9K | 0.75% | 25 |
|
|
2014
Q4 | $2.24M | Buy |
40,934
+1,506
| +4% | +$82.6K | 0.79% | 21 |
|
|
2014
Q3 | $2.05M | Sell |
39,428
-775
| -2% | -$40.2K | 0.69% | 25 |
|
|
2014
Q2 | $2.11M | Sell |
40,203
-124
| -0.3% | -$6.52K | 0.71% | 23 |
|
|
2014
Q1 | $2.01M | Sell |
40,327
-167
| -0.4% | -$8.31K | 0.68% | 27 |
|
|
2013
Q4 | $1.84M | Buy |
40,494
+3,302
| +9% | +$150K | 0.64% | 29 |
|
|
2013
Q3 | $1.54M | Sell |
37,192
-429
| -1% | -$17.7K | 0.61% | 33 |
|
|
2013
Q2 | $1.55M | Buy |
+37,621
| New | +$1.55M | 0.67% | 27 |
|