HWM
HighMark Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
74,840
+29
| +0% | +$2.32K | 2.93% | 7 |
|
|
2025
Q1 | $5.37M | Buy |
74,811
+12
| +0% | +$861 | 3.17% | 6 |
|
|
2024
Q4 | $5.25M | Buy |
74,799
+29
| +0% | +$2.04K | 3.02% | 7 |
|
|
2024
Q3 | $4.22M | Sell |
74,770
-15
| -0% | -$847 | 2.31% | 8 |
|
|
2024
Q2 | $4.44M | Buy |
74,785
+10
| +0% | +$594 | 2.67% | 6 |
|
|
2024
Q1 | $4.34M | Sell |
74,775
-82
| -0.1% | -$4.76K | 2.69% | 8 |
|
|
2023
Q4 | $3.68M | Sell |
74,857
-40
| -0.1% | -$1.97K | 2.72% | 6 |
|
|
2023
Q3 | $3.06M | Buy |
74,897
+122
| +0.2% | +$4.99K | 2.54% | 5 |
|
|
2023
Q2 | $3.19M | Buy |
74,775
+33
| +0% | +$1.41K | 2.4% | 5 |
|
|
2023
Q1 | $2.79M | Buy |
74,742
+13,650
| +22% | +$510K | 2.18% | 6 |
|
|
2022
Q4 | $2.52M | Buy |
61,092
+6,225
| +11% | +$257K | 1.9% | 7 |
|
|
2022
Q3 | $2.21M | Buy |
54,867
+47
| +0.1% | +$1.89K | 1.88% | 7 |
|
|
2022
Q2 | $2.15M | Buy |
54,820
+500
| +0.9% | +$19.6K | 1.73% | 9 |
|
|
2022
Q1 | $2.63M | Buy |
54,320
+18
| +0% | +$872 | 1.76% | 9 |
|
|
2021
Q4 | $2.61M | Buy |
54,302
+79
| +0.1% | +$3.79K | 1.65% | 11 |
|
|
2021
Q3 | $2.52M | Buy |
54,223
+58
| +0.1% | +$2.69K | 1.85% | 10 |
|
|
2021
Q2 | $2.45M | Buy |
54,165
+23
| +0% | +$1.04K | 1.8% | 10 |
|
|
2021
Q1 | $2.12M | Buy |
54,142
+50,128
| +1,249% | +$1.96M | 1.69% | 9 |
|
|
2020
Q4 | $121K | Buy |
4,014
+3,637
| +965% | +$110K | 0.1% | 59 |
|
|
2020
Q3 | $9K | Sell |
377
-9
| -2% | -$215 | 0.01% | 253 |
|
|
2020
Q2 | $10K | Buy |
386
+7
| +2% | +$181 | 0.01% | 203 |
|
|
2020
Q1 | $10K | Sell |
379
-3
| -0.8% | -$79 | 0.01% | 152 |
|
|
2019
Q4 | $20K | Buy |
+382
| New | +$20K | 0.02% | 133 |
|