Hoey Investments’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 | $11.5M | Sell |
143,958
-8,270
| -5% | -$663K | 1.69% | 8 |
|
|
2025
Q1 | $10.9M | Sell |
152,228
-10,988
| -7% | -$789K | 2.13% | 7 |
|
|
2024
Q4 | $11.5M | Buy |
163,216
+19,620
| +14% | +$1.38M | 1.93% | 7 |
|
|
2024
Q3 | $8.53M | Hold |
143,596
| – | – | 1.6% | 8 |
|
|
2024
Q2 | $8.53M | Buy |
143,596
+16,886
| +13% | +$1M | 1.6% | 8 |
|
|
2024
Q1 | $7.34M | Buy |
126,710
+11,222
| +10% | +$650K | 1.61% | 7 |
|
|
2023
Q4 | $5.68M | Sell |
115,488
-2,845
| -2% | -$140K | 1.59% | 7 |
|
|
2023
Q3 | $4.84M | Buy |
118,333
+5,307
| +5% | +$217K | 1.6% | 7 |
|
|
2023
Q2 | $4.82M | Buy |
113,026
+8,109
| +8% | +$346K | 1.57% | 7 |
|
|
2023
Q1 | $3.92M | Buy |
104,917
+23,450
| +29% | +$877K | 1.53% | 9 |
|
|
2022
Q4 | $3.36M | Sell |
81,467
-15,183
| -16% | -$627K | 1.45% | 10 |
|
|
2022
Q3 | $3.89M | Buy |
96,650
+33,614
| +53% | +$1.35M | 1.53% | 9 |
|
|
2022
Q2 | $2.47M | Buy |
63,036
+12,285
| +24% | +$481K | 1.06% | 11 |
|
|
2022
Q1 | $2.46M | Buy |
50,751
+1,222
| +2% | +$59.2K | 0.67% | 16 |
|
|
2021
Q4 | $2.38M | Buy |
49,529
+16,461
| +50% | +$790K | 0.61% | 23 |
|
|
2021
Q3 | $1.54M | Sell |
33,068
-657
| -2% | -$30.5K | 0.46% | 31 |
|
|
2021
Q2 | $1.53M | Buy |
+33,725
| New | +$1.53M | 0.45% | 36 |
|
|
2020
Q1 | – | Sell |
-1,870
| Closed | -$101K | – | 171 |
|
|
2019
Q4 | $101K | Buy |
+1,870
| New | +$101K | 0.07% | 67 |
|