Hennion & Walsh Asset Management’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 | $1.15M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $666K | Sell |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $634K | Sell |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $586K | Buy |
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|
2022
Q1 | $617K | Buy |
|