Houlihan Financial Resource Group’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 | $237K | Hold |
2,949
| – | – | 0.1% | 102 |
|
|
2025
Q1 | $212K | Sell |
2,949
-60
| -2% | -$4.31K | 0.1% | 99 |
|
|
2024
Q4 | $211K | Buy |
+3,009
| New | +$211K | 0.09% | 100 |
|
|
2024
Q2 | – | Sell |
-4,894
| Closed | -$284K | – | 104 |
|
|
2024
Q1 | $284K | Sell |
4,894
-500
| -9% | -$29K | 0.13% | 88 |
|
|
2023
Q4 | $265K | Hold |
5,394
| – | – | 0.13% | 88 |
|
|
2023
Q3 | $218K | Buy |
+5,394
| New | +$218K | 0.12% | 90 |
|
|
2023
Q2 | – | Sell |
-5,394
| Closed | -$202K | – | 178 |
|
|
2023
Q1 | $202K | Hold |
5,394
| – | – | 0.11% | 89 |
|
|
2022
Q4 | $234K | Hold |
5,394
| – | – | 0.14% | 83 |
|
|
2022
Q3 | $222K | Buy |
+5,394
| New | +$222K | 0.14% | 76 |
|
|
2020
Q3 | $167K | Buy |
+6,885
| New | +$167K | 0.1% | 107 |
|
|
2020
Q1 | $200K | Sell |
6,985
-700
| -9% | -$20K | 0.17% | 84 |
|
|
2019
Q4 | $413K | Buy |
+7,685
| New | +$413K | 0.27% | 69 |
|