Hennessy Advisors Inc’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 | $7.54M | Sell |
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|
2025
Q2 | $7.29M | Sell |
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|
2025
Q1 | $6.6M | Sell |
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|
2024
Q4 | $8.76M | Sell |
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|
2024
Q3 | $7.3M | Hold |
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|
2024
Q2 | $7.68M | Sell |
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|
2024
Q1 | $7.8M | Sell |
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|
2023
Q4 | $8.05M | Sell |
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|
2023
Q3 | $7.28M | Sell |
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|
2023
Q2 | $7.68M | Sell |
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|
2023
Q1 | $7.33M | Buy |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $3.17M | Sell |
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|
2021
Q4 | $3.36M | Buy |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.67M | Sell |
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|
2021
Q1 | $3.32M | Sell |
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|
2020
Q4 | $5.74M | Buy |
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|
2020
Q3 | $4.33M | Buy |
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|
2020
Q2 | $4.33M | Buy |
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|
2020
Q1 | $4.68M | Buy |
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|
2019
Q4 | $6.25M | Buy |
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|
2019
Q3 | $5.68M | Buy |
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|
2019
Q2 | $5.08M | Sell |
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|
2019
Q1 | $5.58M | Buy |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $887K | Buy |
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|
2018
Q1 | $786K | Buy |
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|
2017
Q4 | $667K | Sell |
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|
2017
Q3 | $938K | Sell |
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|
2017
Q2 | $1.27M | Sell |
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|
2017
Q1 | $1.34M | Sell |
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|
2016
Q4 | $1.6M | Buy |
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|
2016
Q3 | $443K | Sell |
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|
2016
Q2 | $2.32M | Sell |
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|
2016
Q1 | $3.14M | Sell |
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|
2015
Q4 | $4.08M | Sell |
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|
2015
Q3 | $4.37M | Buy |
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|
2015
Q2 | $3.32M | Hold |
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|
2015
Q1 | $3.21M | Sell |
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|
2014
Q4 | $4.66M | Hold |
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|
2014
Q3 | $4.41M | Buy |
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|
2014
Q2 | $3.63M | Sell |
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|
2014
Q1 | $3.48M | Sell |
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|
2013
Q4 | $6.34M | Buy |
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|
2013
Q3 | $5.5M | Buy |
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|
2013
Q2 | $4.87M | Buy |
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