Houlihan Financial Resource Group’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
Q4 | $256K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $237K | Hold |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $222K | Buy |
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|
2020
Q3 | $167K | Buy |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $413K | Buy |
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