Hillsdale Investment Management’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 | $426K | Buy |
5,312
+1,310
| +33% | +$105K | 0.02% | 406 |
|
|
2025
Q1 | $287K | Buy |
4,002
+2,540
| +174% | +$182K | 0.01% | 394 |
|
|
2024
Q4 | $103K | Sell |
1,462
-3,800
| -72% | -$267K | 0.01% | 434 |
|
|
2024
Q3 | $297K | Buy |
5,262
+2,112
| +67% | +$119K | 0.02% | 367 |
|
|
2024
Q2 | $187K | Sell |
3,150
-100
| -3% | -$5.94K | 0.01% | 385 |
|
|
2024
Q1 | $188K | Sell |
3,250
-700
| -18% | -$40.6K | 0.01% | 374 |
|
|
2023
Q4 | $194K | Hold |
3,950
| – | – | 0.02% | 361 |
|
|
2023
Q3 | $161K | Buy |
+3,950
| New | +$161K | 0.01% | 356 |
|
|
2023
Q2 | – | Sell |
-460
| Closed | -$17.2K | – | 664 |
|
|
2023
Q1 | $17.2K | Sell |
460
-580
| -56% | -$21.7K | ﹤0.01% | 514 |
|
|
2022
Q4 | $42.9K | Sell |
1,040
-310
| -23% | -$12.8K | ﹤0.01% | 490 |
|
|
2022
Q3 | $54K | Sell |
1,350
-540
| -29% | -$21.6K | ﹤0.01% | 463 |
|
|
2022
Q2 | $74K | Hold |
1,890
| – | – | 0.01% | 444 |
|
|
2022
Q1 | $92K | Buy |
1,890
+1,090
| +136% | +$53.1K | 0.01% | 441 |
|
|
2021
Q4 | $38K | Buy |
+800
| New | +$38K | ﹤0.01% | 502 |
|
|
2021
Q3 | – | Sell |
-1,040
| Closed | -$47K | – | 644 |
|
|
2021
Q2 | $47K | Sell |
1,040
-890
| -46% | -$40.2K | ﹤0.01% | 472 |
|
|
2021
Q1 | $75K | Buy |
1,930
+830
| +75% | +$32.3K | 0.01% | 432 |
|
|
2020
Q4 | $33K | Buy |
+1,100
| New | +$33K | ﹤0.01% | 465 |
|
|
2019
Q4 | – | Sell |
-3,230
| Closed | -$163K | – | 668 |
|
|
2019
Q3 | $163K | Buy |
3,230
+1,290
| +66% | +$65.1K | 0.01% | 412 |
|
|
2019
Q2 | $92K | Hold |
1,940
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $94K | Buy |
+1,940
| New | +$94K | 0.01% | 408 |
|