Heritage Wealth Advisors’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
Q2 | $145K | Hold |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $95.4K | Hold |
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|
2024
Q1 | $93.1K | Hold |
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|
2023
Q4 | $79K | Buy |
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|
2023
Q3 | $53.4K | Hold |
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|
2023
Q2 | $55.7K | Sell |
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|
2023
Q1 | $157K | Hold |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $181K | Sell |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $60.6K | Hold |
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|
2021
Q2 | $59.1K | Hold |
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|
2021
Q1 | $51K | Sell |
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|
2020
Q4 | $39K | Sell |
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|
2020
Q3 | $65.8K | Hold |
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|
2020
Q2 | $71.6K | Sell |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $191K | Sell |
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|
2019
Q2 | $223K | Buy |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $174K | Sell |
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|
2018
Q3 | $201K | Hold |
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|
2018
Q2 | $213K | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.69M | Buy |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $1.39M | Buy |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $899K | Buy |
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|
2016
Q2 | $758K | Buy |
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|
2016
Q1 | $399K | Buy |
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|
2015
Q4 | $382K | Buy |
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|
2015
Q3 | $309K | Buy |
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|
2015
Q2 | $287K | Buy |
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|
2015
Q1 | $278K | Hold |
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|
2014
Q4 | $280K | Buy |
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|
2014
Q3 | $239K | Sell |
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|
2014
Q2 | $283K | Buy |
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|
2014
Q1 | $266K | Hold |
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|
2013
Q4 | $245K | Buy |
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