Hohimer Wealth 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 | $486K | Buy |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $248K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q4 | $325K | Buy |
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