HCM
Hilton Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
+45,635
| New | +$3.66M | 0.29% | 71 |
|
|
2025
Q1 | – | Sell |
-154,936
| Closed | -$10.9M | – | 180 |
|
|
2024
Q4 | $10.9M | Sell |
154,936
-20,263
| -12% | -$1.42M | 0.94% | 32 |
|
|
2024
Q3 | $9.9M | Buy |
175,199
+5,123
| +3% | +$289K | 0.77% | 38 |
|
|
2024
Q2 | $10.1M | Buy |
170,076
+3,726
| +2% | +$221K | 0.85% | 35 |
|
|
2024
Q1 | $9.64M | Buy |
166,350
+619
| +0.4% | +$35.9K | 0.86% | 37 |
|
|
2023
Q4 | $8.16M | Buy |
+165,731
| New | +$8.16M | 0.87% | 36 |
|
|
2017
Q2 | – | Sell |
-4,137
| Closed | -$230K | – | 143 |
|
|
2017
Q1 | $230K | Sell |
4,137
-6,435
| -61% | -$358K | 0.04% | 112 |
|
|
2016
Q4 | $583K | Sell |
10,572
-3,924
| -27% | -$216K | 0.12% | 58 |
|
|
2016
Q3 | $642K | Buy |
+14,496
| New | +$642K | 0.16% | 82 |
|