Hilton Capital Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.66M Buy
2025
Q1
Sell
2024
Q4
$10.9M Sell
2024
Q3
$9.9M Buy
2024
Q2
$10.1M Buy
2024
Q1
$9.64M Buy
2023
Q4
$8.16M Buy
2017
Q2
Sell
2017
Q1
$230K Sell
2016
Q4
$583K Sell
2016
Q3
$642K Buy