HAG
HighPoint Advisor Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
78,820
+1,789
| +2% | +$143K | 0.34% | 49 |
|
|
2025
Q1 | $5.48M | Buy |
77,031
+14,405
| +23% | +$1.02M | 0.32% | 54 |
|
|
2024
Q4 | $4.93M | Buy |
62,626
+1,119
| +2% | +$88.1K | 0.27% | 60 |
|
|
2024
Q3 | $3.47M | Sell |
61,507
-5,939
| -9% | -$335K | 0.2% | 90 |
|
|
2024
Q2 | $4.05M | Buy |
67,446
+6,723
| +11% | +$403K | 0.24% | 73 |
|
|
2024
Q1 | $3.72M | Buy |
60,723
+1,450
| +2% | +$88.8K | 0.26% | 63 |
|
|
2023
Q4 | $3.36M | Buy |
+59,273
| New | +$3.36M | 0.24% | 71 |
|
|
2022
Q2 | $1.78M | Buy |
+45,045
| New | +$1.78M | 0.19% | 97 |
|
|
2021
Q3 | $2.23M | Sell |
47,972
-15,293
| -24% | -$710K | 0.22% | 91 |
|
|
2021
Q2 | $2.87M | Buy |
63,265
+29,968
| +90% | +$1.36M | 0.29% | 76 |
|
|
2021
Q1 | $1.35M | Buy |
33,297
+1,255
| +4% | +$50.7K | 0.16% | 116 |
|
|
2020
Q4 | $1.07M | Buy |
32,042
+5,236
| +20% | +$174K | 0.13% | 135 |
|
|
2020
Q3 | $599K | Sell |
26,806
-1,212
| -4% | -$27.1K | 0.11% | 156 |
|
|
2020
Q2 | $703K | Buy |
28,018
+2,073
| +8% | +$52K | 0.15% | 127 |
|
|
2020
Q1 | $698K | Sell |
25,945
-7,492
| -22% | -$202K | 0.17% | 108 |
|
|
2019
Q4 | $1.63M | Buy |
33,437
+3,493
| +12% | +$170K | 0.34% | 67 |
|
|
2019
Q3 | $1.62M | Buy |
29,944
+7,337
| +32% | +$397K | 0.36% | 64 |
|
|
2019
Q2 | $1.05M | Sell |
22,607
-4,447
| -16% | -$207K | 0.25% | 83 |
|
|
2019
Q1 | $2.12M | Buy |
27,054
+1,475
| +6% | +$116K | 0.52% | 47 |
|
|
2018
Q4 | $1.92M | Sell |
25,579
-1,215
| -5% | -$91K | 0.51% | 44 |
|
|
2018
Q3 | $1.38M | Buy |
26,794
+1,645
| +7% | +$85K | 0.38% | 63 |
|
|
2018
Q2 | $1.71M | Sell |
25,149
-378
| -1% | -$25.7K | 0.46% | 48 |
|
|
2018
Q1 | $1.52M | Buy |
25,527
+649
| +3% | +$38.6K | 0.42% | 57 |
|
|
2017
Q4 | $1.44M | Buy |
24,878
+442
| +2% | +$25.6K | 0.41% | 55 |
|
|
2017
Q3 | $1.38M | Sell |
24,436
-120
| -0.5% | -$6.78K | 0.43% | 53 |
|
|
2017
Q2 | $1.3M | Hold |
24,556
| – | – | 0.42% | 54 |
|
|
2017
Q1 | $1.3M | Sell |
24,556
-180
| -0.7% | -$9.51K | 0.42% | 54 |
|
|
2016
Q4 | $1.48M | Buy |
24,736
+942
| +4% | +$56.3K | 0.48% | 48 |
|
|
2016
Q3 | $1.25M | Sell |
23,794
-4,316
| -15% | -$227K | 0.44% | 57 |
|
|
2016
Q2 | $1.38M | Buy |
28,110
+3,916
| +16% | +$192K | 0.48% | 47 |
|
|
2016
Q1 | $1.22M | Sell |
24,194
-8,463
| -26% | -$428K | 0.75% | 33 |
|
|
2015
Q4 | $1.6M | Sell |
32,657
-7,911
| -20% | -$388K | 1.05% | 21 |
|
|
2015
Q3 | $2.08M | Buy |
40,568
+1,656
| +4% | +$85K | 2.31% | 3 |
|
|
2015
Q2 | $2.19M | Buy |
38,912
+24,388
| +168% | +$1.37M | 3.38% | 4 |
|
|
2015
Q1 | $796K | Buy |
+14,524
| New | +$796K | 1.22% | 37 |
|