Hudson Valley Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,915
| Closed | -$205K | – | 180 |
|
|
2024
Q4 | $205K | Buy |
+2,915
| New | +$205K | 0.02% | 164 |
|
|
2021
Q3 | – | Sell |
-4,465
| Closed | -$202K | – | 193 |
|
|
2021
Q2 | $202K | Buy |
+4,465
| New | +$202K | 0.04% | 168 |
|
|
2020
Q3 | – | Sell |
-7,849
| Closed | -$201K | – | 163 |
|
|
2020
Q2 | $201K | Sell |
7,849
-454
| -5% | -$11.6K | 0.05% | 147 |
|
|
2020
Q1 | $238K | Buy |
8,303
+328
| +4% | +$9.4K | 0.07% | 129 |
|
|
2019
Q4 | $429K | Sell |
7,975
-235
| -3% | -$12.6K | 0.09% | 114 |
|
|
2019
Q3 | $414K | Sell |
8,210
-25
| -0.3% | -$1.26K | 0.1% | 117 |
|
|
2019
Q2 | $390K | Sell |
8,235
-851
| -9% | -$40.3K | 0.09% | 125 |
|
|
2019
Q1 | $439K | Sell |
9,086
-7,391
| -45% | -$357K | 0.11% | 113 |
|
|
2018
Q4 | $759K | Buy |
16,477
+1,445
| +10% | +$66.6K | 0.17% | 98 |
|
|
2018
Q3 | $790K | Sell |
15,032
-13,549
| -47% | -$712K | 0.18% | 97 |
|
|
2018
Q2 | $1.59M | Sell |
28,581
-49,859
| -64% | -$2.77M | 0.39% | 69 |
|
|
2018
Q1 | $4.11M | Sell |
78,440
-14,992
| -16% | -$786K | 1.04% | 34 |
|
|
2017
Q4 | $5.67M | Sell |
93,432
-3,798
| -4% | -$230K | 1.4% | 20 |
|
|
2017
Q3 | $5.36M | Sell |
97,230
-915
| -0.9% | -$50.5K | 1.39% | 18 |
|
|
2017
Q2 | $5.44M | Buy |
98,145
+667
| +0.7% | +$37K | 1.5% | 14 |
|
|
2017
Q1 | $5.43M | Buy |
97,478
+931
| +1% | +$51.8K | 1.51% | 17 |
|
|
2016
Q4 | $5.32M | Buy |
96,547
+4,367
| +5% | +$241K | 1.57% | 18 |
|
|
2016
Q3 | $4.08M | Buy |
92,180
+2,438
| +3% | +$108K | 1.27% | 22 |
|
|
2016
Q2 | $4.25M | Buy |
89,742
+3,992
| +5% | +$189K | 1.36% | 21 |
|
|
2016
Q1 | $4.15M | Buy |
85,750
+8,322
| +11% | +$402K | 1.35% | 22 |
|
|
2015
Q4 | $4.21M | Buy |
77,428
+188
| +0.2% | +$10.2K | 1.31% | 24 |
|
|
2015
Q3 | $3.97M | Buy |
77,240
+1,096
| +1% | +$56.3K | 1.29% | 23 |
|
|
2015
Q2 | $4.28M | Buy |
76,144
+3,767
| +5% | +$212K | 1.34% | 22 |
|
|
2015
Q1 | $3.94M | Buy |
72,377
+6,801
| +10% | +$370K | 1.33% | 25 |
|
|
2014
Q4 | $3.6M | Buy |
65,576
+1,307
| +2% | +$71.7K | 1.47% | 25 |
|
|
2014
Q3 | $3.33M | Buy |
64,269
+2,420
| +4% | +$126K | 1.42% | 28 |
|
|
2014
Q2 | $3.25M | Sell |
61,849
-5,539
| -8% | -$291K | 1.42% | 27 |
|
|
2014
Q1 | $3.35M | Buy |
67,388
+3,009
| +5% | +$150K | 1.43% | 28 |
|
|
2013
Q4 | $2.92M | Buy |
64,379
+1,076
| +2% | +$48.9K | 1.29% | 30 |
|
|
2013
Q3 | $2.62M | Buy |
63,303
+6,973
| +12% | +$288K | 1.27% | 32 |
|
|
2013
Q2 | $2.33M | Buy |
+56,330
| New | +$2.33M | 1.11% | 35 |
|