HUB Investment Partners’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 | $16.6M | Buy |
207,710
+8,831
| +4% | +$708K | 0.56% | 39 |
|
|
2025
Q1 | $14.3M | Sell |
198,879
-1,937
| -1% | -$139K | 0.57% | 45 |
|
|
2024
Q4 | $14.1M | Buy |
200,816
+283
| +0.1% | +$19.9K | 0.59% | 44 |
|
|
2024
Q3 | $11.3M | Buy |
200,533
+6,100
| +3% | +$345K | 0.49% | 57 |
|
|
2024
Q2 | $11.5M | Sell |
194,433
-37,780
| -16% | -$2.24M | 0.44% | 51 |
|
|
2024
Q1 | $13.5M | Sell |
232,213
-34,424
| -13% | -$2M | 0.73% | 34 |
|
|
2023
Q4 | $13.1M | Buy |
+266,637
| New | +$13.1M | 0.9% | 26 |
|