Heritage Investment Group’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 | $597K | Buy |
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|
2025
Q2 | $497K | Hold |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $436K | Hold |
|
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $304K | Buy |
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