Howard Capital 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 | $2.06M | Buy |
25,768
+2,928
| +13% | +$235K | 0.03% | 153 |
|
|
2025
Q1 | $1.64M | Sell |
22,840
-3,045
| -12% | -$219K | 0.04% | 147 |
|
|
2024
Q4 | $1.82M | Buy |
25,885
+1,154
| +5% | +$81.1K | 0.03% | 159 |
|
|
2024
Q3 | $1.4M | Buy |
+24,731
| New | +$1.4M | 0.02% | 174 |
|
|
2018
Q4 | – | Sell |
-291,198
| Closed | -$15.4M | – | 67 |
|
|
2018
Q3 | $15.4M | Buy |
291,198
+101,218
| +53% | +$5.35M | 1.49% | 15 |
|
|
2018
Q2 | $10.6M | Sell |
189,980
-175,905
| -48% | -$9.86M | 1.17% | 48 |
|
|
2018
Q1 | $19.2M | Buy |
+365,885
| New | +$19.2M | 2.42% | 8 |
|