Hennion & Walsh Asset 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 | $1.2M | Sell |
14,937
-137
| -0.9% | -$11K | 0.05% | 453 |
|
|
2025
Q1 | $1.08M | Sell |
15,074
-109
| -0.7% | -$7.83K | 0.05% | 457 |
|
|
2024
Q4 | $1.07M | Buy |
15,183
+3,905
| +35% | +$274K | 0.05% | 453 |
|
|
2024
Q3 | $637K | Buy |
+11,278
| New | +$637K | 0.03% | 562 |
|
|
2024
Q1 | – | Sell |
-13,533
| Closed | -$666K | – | 888 |
|
|
2023
Q4 | $666K | Sell |
13,533
-1,094
| -7% | -$53.8K | 0.04% | 501 |
|
|
2023
Q3 | $598K | Sell |
14,627
-223
| -2% | -$9.11K | 0.04% | 470 |
|
|
2023
Q2 | $634K | Sell |
14,850
-63
| -0.4% | -$2.69K | 0.04% | 451 |
|
|
2023
Q1 | $557K | Sell |
14,913
-360
| -2% | -$13.4K | 0.03% | 486 |
|
|
2022
Q4 | $631K | Sell |
15,273
-734
| -5% | -$30.3K | 0.04% | 446 |
|
|
2022
Q3 | $644K | Buy |
16,007
+1,041
| +7% | +$41.9K | 0.04% | 430 |
|
|
2022
Q2 | $586K | Buy |
14,966
+2,228
| +17% | +$87.2K | 0.04% | 452 |
|
|
2022
Q1 | $617K | Buy |
+12,738
| New | +$617K | 0.03% | 468 |
|