Heritage Wealth Advisors’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 | $145K | Hold |
1,806
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $130K | Hold |
1,806
| – | – | 0.01% | 226 |
|
|
2024
Q4 | $127K | Hold |
1,806
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $102K | Buy |
1,806
+200
| +12% | +$11.3K | ﹤0.01% | 264 |
|
|
2024
Q2 | $95.4K | Hold |
1,606
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $93.1K | Hold |
1,606
| – | – | ﹤0.01% | 267 |
|
|
2023
Q4 | $79K | Buy |
1,606
+300
| +23% | +$14.8K | ﹤0.01% | 290 |
|
|
2023
Q3 | $53.4K | Hold |
1,306
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $55.7K | Sell |
1,306
-2,902
| -69% | -$124K | ﹤0.01% | 312 |
|
|
2023
Q1 | $157K | Hold |
4,208
| – | – | 0.01% | 220 |
|
|
2022
Q4 | $174K | Sell |
4,208
-285
| -6% | -$11.8K | 0.01% | 224 |
|
|
2022
Q3 | $181K | Sell |
4,493
-2,100
| -32% | -$84.5K | 0.01% | 204 |
|
|
2022
Q2 | $258K | Buy |
6,593
+5,287
| +405% | +$207K | 0.02% | 176 |
|
|
2022
Q1 | $63K | Hold |
1,306
| – | – | ﹤0.01% | 292 |
|
|
2021
Q4 | $63K | Hold |
1,306
| – | – | ﹤0.01% | 309 |
|
|
2021
Q3 | $60.6K | Hold |
1,306
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $59.1K | Hold |
1,306
| – | – | ﹤0.01% | 309 |
|
|
2021
Q1 | $51K | Sell |
1,306
-1
| -0.1% | -$39 | ﹤0.01% | 332 |
|
|
2020
Q4 | $39K | Sell |
1,307
-1,490
| -53% | -$44.5K | ﹤0.01% | 350 |
|
|
2020
Q3 | $65.8K | Hold |
2,797
| – | – | 0.01% | 246 |
|
|
2020
Q2 | $71.6K | Sell |
2,797
-1,000
| -26% | -$25.6K | 0.01% | 235 |
|
|
2020
Q1 | $109K | Sell |
3,797
-819
| -18% | -$23.5K | 0.02% | 184 |
|
|
2019
Q4 | $248K | Buy |
4,616
+819
| +22% | +$44.1K | 0.03% | 144 |
|
|
2019
Q3 | $191K | Sell |
3,797
-907
| -19% | -$45.6K | 0.03% | 159 |
|
|
2019
Q2 | $223K | Buy |
4,704
+907
| +24% | +$42.9K | 0.03% | 135 |
|
|
2019
Q1 | $183K | Hold |
3,797
| – | – | 0.03% | 135 |
|
|
2018
Q4 | $174K | Sell |
3,797
-34
| -0.9% | -$1.56K | 0.03% | 127 |
|
|
2018
Q3 | $201K | Hold |
3,831
| – | – | 0.04% | 121 |
|
|
2018
Q2 | $213K | Sell |
3,831
-28,033
| -88% | -$1.56M | 0.08% | 111 |
|
|
2018
Q1 | $1.67M | Buy |
31,864
+3,857
| +14% | +$203K | 0.69% | 29 |
|
|
2017
Q4 | $1.69M | Buy |
28,007
+892
| +3% | +$54K | 0.72% | 29 |
|
|
2017
Q3 | $1.5M | Buy |
27,115
+3,025
| +13% | +$167K | 0.75% | 29 |
|
|
2017
Q2 | $1.34M | Sell |
24,090
-787
| -3% | -$43.6K | 0.69% | 34 |
|
|
2017
Q1 | $1.39M | Buy |
24,877
+1,816
| +8% | +$101K | 0.75% | 30 |
|
|
2016
Q4 | $1.27M | Buy |
23,061
+2,748
| +14% | +$152K | 0.83% | 21 |
|
|
2016
Q3 | $899K | Buy |
20,313
+4,226
| +26% | +$187K | 0.62% | 27 |
|
|
2016
Q2 | $758K | Buy |
16,087
+7,790
| +94% | +$367K | 0.51% | 30 |
|
|
2016
Q1 | $399K | Buy |
8,297
+1,326
| +19% | +$63.8K | 0.31% | 44 |
|
|
2015
Q4 | $382K | Buy |
6,971
+973
| +16% | +$53.3K | 0.32% | 47 |
|
|
2015
Q3 | $309K | Buy |
5,998
+914
| +18% | +$47.1K | 0.27% | 55 |
|
|
2015
Q2 | $287K | Buy |
5,084
+1
| +0% | +$56 | 0.24% | 71 |
|
|
2015
Q1 | $278K | Hold |
5,083
| – | – | 0.23% | 74 |
|
|
2014
Q4 | $280K | Buy |
5,083
+487
| +11% | +$26.8K | 0.25% | 71 |
|
|
2014
Q3 | $239K | Sell |
4,596
-785
| -15% | -$40.8K | 0.25% | 62 |
|
|
2014
Q2 | $283K | Buy |
5,381
+10
| +0.2% | +$526 | 0.3% | 57 |
|
|
2014
Q1 | $266K | Hold |
5,371
| – | – | 0.31% | 57 |
|
|
2013
Q4 | $245K | Buy |
+5,371
| New | +$245K | 0.31% | 57 |
|