Highland Capital Management (Tennessee)’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 | $2.13M | Sell |
26,586
-1,015
| -4% | -$81.3K | 0.12% | 164 |
|
|
2025
Q1 | $1.98M | Buy |
27,601
+10,003
| +57% | +$718K | 0.12% | 158 |
|
|
2024
Q4 | $1.24M | Buy |
17,598
+4
| +0% | +$281 | 0.07% | 208 |
|
|
2024
Q3 | $994K | Sell |
17,594
-119,430
| -87% | -$6.75M | 0.06% | 230 |
|
|
2024
Q2 | $8.14M | Sell |
137,024
-10,233
| -7% | -$608K | 0.48% | 48 |
|
|
2024
Q1 | $8.54M | Sell |
147,257
-2,032
| -1% | -$118K | 0.49% | 53 |
|
|
2023
Q4 | $7.35M | Buy |
149,289
+913
| +0.6% | +$44.9K | 0.46% | 55 |
|
|
2023
Q3 | $6.06M | Sell |
148,376
-18,953
| -11% | -$774K | 0.42% | 63 |
|
|
2023
Q2 | $7.14M | Sell |
167,329
-3,707
| -2% | -$158K | 0.46% | 53 |
|
|
2023
Q1 | $6.39M | Buy |
171,036
+17,238
| +11% | +$644K | 0.47% | 55 |
|
|
2022
Q4 | $6.35M | Sell |
153,798
-467
| -0.3% | -$19.3K | 0.45% | 54 |
|
|
2022
Q3 | $6.21M | Sell |
154,265
-408
| -0.3% | -$16.4K | 0.48% | 51 |
|
|
2022
Q2 | $6.06M | Sell |
154,673
-9,408
| -6% | -$369K | 0.43% | 54 |
|
|
2022
Q1 | $7.95M | Buy |
164,081
+2,832
| +2% | +$137K | 0.48% | 52 |
|
|
2021
Q4 | $7.74M | Buy |
161,249
+4,002
| +3% | +$192K | 0.44% | 61 |
|
|
2021
Q3 | $7.3M | Sell |
157,247
-4,093
| -3% | -$190K | 0.44% | 61 |
|
|
2021
Q2 | $7.31M | Sell |
161,340
-3,799
| -2% | -$172K | 0.44% | 60 |
|
|
2021
Q1 | $6.45M | Sell |
165,139
-11,003
| -6% | -$430K | 0.4% | 72 |
|
|
2020
Q4 | $5.32M | Sell |
176,142
-12,685
| -7% | -$383K | 0.34% | 84 |
|
|
2020
Q3 | $4.44M | Sell |
188,827
-6,985
| -4% | -$164K | 0.32% | 88 |
|
|
2020
Q2 | $5.01M | Sell |
195,812
-1,720
| -0.9% | -$44K | 0.39% | 72 |
|
|
2020
Q1 | $5.67M | Sell |
197,532
-1,300
| -0.7% | -$37.3K | 0.53% | 51 |
|
|
2019
Q4 | $10.7M | Sell |
198,832
-4,282
| -2% | -$230K | 0.74% | 38 |
|
|
2019
Q3 | $10.2M | Sell |
203,114
-4,157
| -2% | -$210K | 0.76% | 32 |
|
|
2019
Q2 | $9.81M | Sell |
207,271
-5,853
| -3% | -$277K | 0.73% | 36 |
|
|
2019
Q1 | $10.3M | Sell |
213,124
-2,836
| -1% | -$137K | 0.78% | 32 |
|
|
2018
Q4 | $9.95M | Sell |
215,960
-150
| -0.1% | -$6.91K | 0.84% | 29 |
|
|
2018
Q3 | $11.4M | Sell |
216,110
-1,650
| -0.8% | -$86.7K | 0.82% | 30 |
|
|
2018
Q2 | $12.1M | Buy |
217,760
+1,609
| +0.7% | +$89.2K | 0.92% | 24 |
|
|
2018
Q1 | $11.3M | Sell |
216,151
-11,580
| -5% | -$607K | 0.88% | 28 |
|
|
2017
Q4 | $13.8M | Sell |
227,731
-3,300
| -1% | -$200K | 1.05% | 20 |
|
|
2017
Q3 | $12.7M | Sell |
231,031
-335
| -0.1% | -$18.5K | 1.01% | 22 |
|
|
2017
Q2 | $12.8M | Buy |
231,366
+462
| +0.2% | +$25.6K | 1.03% | 20 |
|
|
2017
Q1 | $12.9M | Buy |
230,904
+47,560
| +26% | +$2.65M | 1.06% | 19 |
|
|
2016
Q4 | $10.1M | Buy |
183,344
+6,500
| +4% | +$358K | 0.85% | 28 |
|
|
2016
Q3 | $7.83M | Buy |
176,844
+375
| +0.2% | +$16.6K | 0.66% | 42 |
|
|
2016
Q2 | $8.35M | Sell |
176,469
-600
| -0.3% | -$28.4K | 0.72% | 41 |
|
|
2016
Q1 | $8.56M | Buy |
177,069
+170,499
| +2,595% | +$8.25M | 0.73% | 41 |
|
|
2015
Q4 | $357K | Buy |
6,570
+400
| +6% | +$21.7K | 0.03% | 268 |
|
|
2015
Q3 | $317K | Hold |
6,170
| – | – | 0.03% | 281 |
|
|
2015
Q2 | $347K | Sell |
6,170
-1,067
| -15% | -$60K | 0.03% | 288 |
|
|
2015
Q1 | $394K | Buy |
7,237
+1,692
| +31% | +$92.1K | 0.08% | 109 |
|
|
2014
Q4 | $304K | Sell |
5,545
-215,171
| -97% | -$11.8M | 0.06% | 131 |
|
|
2014
Q3 | $11.4M | Buy |
220,716
+14,023
| +7% | +$727K | 2.24% | 6 |
|
|
2014
Q2 | $10.9M | Sell |
206,693
-3,175
| -2% | -$167K | 2.03% | 7 |
|
|
2014
Q1 | $10.4M | Sell |
209,868
-5,020
| -2% | -$250K | 2.03% | 7 |
|
|
2013
Q4 | $9.76M | Buy |
214,888
+865
| +0.4% | +$39.3K | 1.94% | 10 |
|
|
2013
Q3 | $8.84M | Sell |
214,023
-6,435
| -3% | -$266K | 1.95% | 9 |
|
|
2013
Q2 | $9.1M | Buy |
+220,458
| New | +$9.1M | 2.07% | 8 |
|