Hoese & Co’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 | $94.1K | Buy |
1,174
+450
| +62% | +$36.1K | 0.08% | 65 |
|
|
2025
Q1 | $52K | Hold |
724
| – | – | 0.05% | 68 |
|
|
2024
Q4 | $50.9K | Hold |
724
| – | – | 0.04% | 70 |
|
|
2024
Q3 | $40.9K | Hold |
724
| – | – | 0.03% | 76 |
|
|
2024
Q2 | $43.4K | Hold |
724
| – | – | 0.04% | 71 |
|
|
2024
Q1 | $40.2K | Hold |
724
| – | – | 0.04% | 73 |
|
|
2023
Q4 | $32.3K | Sell |
724
-1,650
| -70% | -$73.6K | 0.03% | 78 |
|
|
2023
Q3 | $97K | Hold |
2,374
| – | – | 0.1% | 44 |
|
|
2023
Q2 | $101K | Hold |
2,374
| – | – | 0.1% | 46 |
|
|
2023
Q1 | $111K | Hold |
2,374
| – | – | 0.13% | 50 |
|
|
2022
Q4 | $114K | Hold |
2,374
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $95K | Hold |
2,374
| – | – | 0.11% | 55 |
|
|
2022
Q2 | $93K | Hold |
2,374
| – | – | 0.1% | 58 |
|
|
2022
Q1 | $115K | Sell |
2,374
-350
| -13% | -$17K | 0.12% | 51 |
|
|
2021
Q4 | $131K | Buy |
2,724
+162
| +6% | +$7.79K | 0.13% | 57 |
|
|
2021
Q3 | $119K | Sell |
2,562
-2,100
| -45% | -$97.5K | 0.13% | 56 |
|
|
2021
Q2 | $211K | Buy |
4,662
+450
| +11% | +$20.4K | 0.24% | 45 |
|
|
2021
Q1 | $165K | Buy |
+4,212
| New | +$165K | 0.2% | 47 |
|