HHM 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
Q3 | $581K | Buy |
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|
2025
Q2 | $553K | Hold |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $91K | Buy |
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|
2021
Q3 | $32K | Sell |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $25K | Sell |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $27K | Buy |
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