Heritage Investment Group’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 | $497K | Hold |
6,205
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $445K | Hold |
6,205
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $436K | Hold |
6,205
| – | – | 0.08% | 68 |
|
|
2024
Q3 | $351K | Hold |
6,205
| – | – | 0.07% | 77 |
|
|
2024
Q2 | $369K | Hold |
6,205
| – | – | 0.08% | 65 |
|
|
2024
Q1 | $360K | Sell |
6,205
-369
| -6% | -$21.4K | 0.07% | 65 |
|
|
2023
Q4 | $324K | Sell |
6,574
-251
| -4% | -$12.4K | 0.07% | 67 |
|
|
2023
Q3 | $279K | Buy |
6,825
+493
| +8% | +$20.2K | 0.08% | 68 |
|
|
2023
Q2 | $270K | Sell |
6,332
-369
| -6% | -$15.7K | 0.08% | 72 |
|
|
2023
Q1 | $250K | Buy |
6,701
+369
| +6% | +$13.8K | 0.08% | 68 |
|
|
2022
Q4 | $261K | Sell |
6,332
-369
| -6% | -$15.2K | 0.08% | 61 |
|
|
2022
Q3 | $270K | Buy |
6,701
+369
| +6% | +$14.9K | 0.17% | 61 |
|
|
2022
Q2 | $248K | Hold |
6,332
| – | – | 0.14% | 66 |
|
|
2022
Q1 | $307K | Hold |
6,332
| – | – | 0.22% | 63 |
|
|
2021
Q4 | $304K | Buy |
+6,332
| New | +$304K | 0.24% | 60 |
|