Hohimer Wealth Management’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 | $486K | Buy |
6,070
+1
| +0% | +$80 | 0.09% | 161 |
|
|
2025
Q1 | $436K | Buy |
6,069
+946
| +18% | +$67.9K | 0.08% | 172 |
|
|
2024
Q4 | $360K | Hold |
5,123
| – | – | 0.07% | 164 |
|
|
2024
Q3 | $289K | Hold |
5,123
| – | – | 0.06% | 172 |
|
|
2024
Q2 | $304K | Sell |
5,123
-200
| -4% | -$11.9K | 0.07% | 185 |
|
|
2024
Q1 | $309K | Buy |
+5,323
| New | +$309K | 0.07% | 199 |
|
|
2023
Q4 | – | Sell |
-5,641
| Closed | -$230K | – | 199 |
|
|
2023
Q3 | $230K | Sell |
5,641
-46
| -0.8% | -$1.88K | 0.07% | 178 |
|
|
2023
Q2 | $243K | Buy |
+5,687
| New | +$243K | 0.07% | 171 |
|
|
2023
Q1 | – | Sell |
-5,121
| Closed | -$211K | – | 211 |
|
|
2022
Q4 | $211K | Hold |
5,121
| – | – | 0.07% | 150 |
|
|
2022
Q3 | $206K | Hold |
5,121
| – | – | 0.07% | 164 |
|
|
2022
Q2 | $201K | Hold |
5,121
| – | – | 0.06% | 176 |
|
|
2022
Q1 | $248K | Buy |
+5,121
| New | +$248K | 0.05% | 179 |
|
|
2020
Q3 | – | Sell |
-10,031
| Closed | -$257K | – | 194 |
|
|
2020
Q2 | $257K | Buy |
10,031
+1,213
| +14% | +$31.1K | 0.09% | 168 |
|
|
2020
Q1 | $251K | Buy |
8,818
+2,775
| +46% | +$79K | 0.11% | 166 |
|
|
2019
Q4 | $325K | Buy |
+6,043
| New | +$325K | 0.11% | 198 |
|