HRC 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 | $305K | Buy |
3,811
+11
| +0.3% | +$881 | 0.16% | 42 |
|
|
2025
Q1 | $273K | Buy |
3,800
+11
| +0.3% | +$790 | 0.17% | 42 |
|
|
2024
Q4 | $266K | Buy |
3,789
+10
| +0.3% | +$702 | 0.16% | 43 |
|
|
2024
Q3 | $213K | Buy |
3,779
+13
| +0.3% | +$734 | 0.14% | 41 |
|
|
2024
Q2 | $224K | Buy |
3,766
+10
| +0.3% | +$594 | 0.15% | 39 |
|
|
2024
Q1 | $218K | Buy |
+3,756
| New | +$218K | 0.16% | 37 |
|