Howard Capital Management 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 | $397K | Sell |
4,950
-500
| -9% | -$40.1K | 0.03% | 91 |
|
|
2025
Q1 | $391K | Hold |
5,450
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $383K | Hold |
5,450
| – | – | 0.03% | 90 |
|
|
2024
Q3 | $308K | Hold |
5,450
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $324K | Hold |
5,450
| – | – | 0.02% | 94 |
|
|
2024
Q1 | $316K | Hold |
5,450
| – | – | 0.02% | 96 |
|
|
2023
Q4 | $268K | Hold |
5,450
| – | – | 0.02% | 92 |
|
|
2023
Q3 | $223K | Hold |
5,450
| – | – | 0.02% | 94 |
|
|
2023
Q2 | $233K | Hold |
5,450
| – | – | 0.02% | 94 |
|
|
2023
Q1 | $204K | Buy |
+5,450
| New | +$204K | 0.02% | 103 |
|