HHM 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 | $553K | Hold |
6,897
| – | – | 0.07% | 109 |
|
|
2025
Q1 | $495K | Buy |
6,897
+1
| +0% | +$72 | 0.07% | 105 |
|
|
2024
Q4 | $484K | Sell |
6,896
-752
| -10% | -$52.8K | 0.07% | 106 |
|
|
2024
Q3 | $432K | Buy |
7,648
+2,244
| +42% | +$127K | 0.06% | 104 |
|
|
2024
Q2 | $321K | Sell |
5,404
-241
| -4% | -$14.3K | 0.05% | 130 |
|
|
2024
Q1 | $327K | Hold |
5,645
| – | – | 0.05% | 106 |
|
|
2023
Q4 | $278K | Hold |
5,645
| – | – | 0.05% | 110 |
|
|
2023
Q3 | $231K | Hold |
5,645
| – | – | 0.05% | 115 |
|
|
2023
Q2 | $241K | Hold |
5,645
| – | – | 0.05% | 122 |
|
|
2023
Q1 | $211K | Buy |
5,645
+174
| +3% | +$6.5K | 0.04% | 124 |
|
|
2022
Q4 | $226K | Hold |
5,471
| – | – | 0.05% | 113 |
|
|
2022
Q3 | $220K | Sell |
5,471
-1,706
| -24% | -$68.6K | 0.06% | 99 |
|
|
2022
Q2 | $281K | Buy |
7,177
+77
| +1% | +$3.02K | 0.07% | 103 |
|
|
2022
Q1 | $344K | Buy |
7,100
+5,206
| +275% | +$252K | 0.08% | 97 |
|
|
2021
Q4 | $91K | Buy |
1,894
+1,200
| +173% | +$57.7K | 0.02% | 230 |
|
|
2021
Q3 | $32K | Sell |
694
-332
| -32% | -$15.3K | 0.01% | 354 |
|
|
2021
Q2 | $46K | Hold |
1,026
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $40K | Buy |
1,026
+199
| +24% | +$7.76K | 0.01% | 310 |
|
|
2020
Q4 | $25K | Sell |
827
-200
| -19% | -$6.05K | 0.01% | 334 |
|
|
2020
Q3 | $24K | Sell |
1,027
-111
| -10% | -$2.59K | 0.01% | 299 |
|
|
2020
Q2 | $29K | Buy |
1,138
+200
| +21% | +$5.1K | 0.01% | 274 |
|
|
2020
Q1 | $27K | Buy |
+938
| New | +$27K | 0.01% | 271 |
|