HF Advisory 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 | $3.9M | Buy |
48,644
+6,738
| +16% | +$540K | 1.54% | 13 |
|
|
2025
Q1 | $3.01M | Buy |
41,906
+3,960
| +10% | +$284K | 1.31% | 16 |
|
|
2024
Q4 | $2.67M | Sell |
37,946
-947
| -2% | -$66.5K | 1.23% | 21 |
|
|
2024
Q3 | $2.2M | Buy |
38,893
+3,637
| +10% | +$205K | 1.02% | 28 |
|
|
2024
Q2 | $2.09M | Sell |
35,256
-3,947
| -10% | -$234K | 1.08% | 24 |
|
|
2024
Q1 | $2.27M | Buy |
39,203
+5,110
| +15% | +$296K | 1.27% | 21 |
|
|
2023
Q4 | $1.68M | Buy |
34,093
+1,417
| +4% | +$69.7K | 1.07% | 29 |
|
|
2023
Q3 | $1.34M | Buy |
32,676
+2,208
| +7% | +$90.7K | 1% | 33 |
|
|
2023
Q2 | $1.3M | Buy |
30,468
+8,521
| +39% | +$364K | 1.03% | 32 |
|
|
2023
Q1 | $820K | Buy |
21,947
+5,025
| +30% | +$188K | 0.73% | 49 |
|
|
2022
Q4 | $699K | Buy |
+16,922
| New | +$699K | 0.71% | 54 |
|