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
Q3 | $5.96M | Buy |
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|
2025
Q2 | $3.66M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $9.9M | Buy |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $9.64M | Buy |
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|
2023
Q4 | $8.16M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $230K | Sell |
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|
2016
Q4 | $583K | Sell |
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|
2016
Q3 | $642K | Buy |
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