HWMG
Hurlow Wealth Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
3,291
| – | – | 0.07% | 108 |
|
|
2025
Q1 | $236K | Sell |
3,291
-135
| -4% | -$9.69K | 0.07% | 113 |
|
|
2024
Q4 | $241K | Buy |
+3,426
| New | +$241K | 0.08% | 108 |
|
|
2024
Q3 | – | Sell |
-4,017
| Closed | -$239K | – | 123 |
|
|
2024
Q2 | $239K | Hold |
4,017
| – | – | 0.08% | 104 |
|
|
2024
Q1 | $233K | Buy |
+4,017
| New | +$233K | 0.08% | 105 |
|
|
2022
Q2 | – | Sell |
-4,280
| Closed | -$207K | – | 99 |
|
|
2022
Q1 | $207K | Buy |
+4,280
| New | +$207K | 0.13% | 93 |
|
|
2021
Q4 | – | Sell |
-4,655
| Closed | -$216K | – | 96 |
|
|
2021
Q3 | $216K | Hold |
4,655
| – | – | 0.13% | 90 |
|
|
2021
Q2 | $211K | Sell |
4,655
-3,085
| -40% | -$140K | 0.14% | 89 |
|
|
2021
Q1 | $302K | Buy |
7,740
+718
| +10% | +$28K | 0.22% | 75 |
|
|
2020
Q4 | $212K | Buy |
+7,022
| New | +$212K | 0.17% | 90 |
|
|
2019
Q4 | – | Sell |
-4,403
| Closed | -$217K | – | 100 |
|
|
2019
Q3 | $217K | Hold |
4,403
| – | – | 0.23% | 88 |
|
|
2019
Q2 | $200K | Hold |
4,403
| – | – | 0.21% | 91 |
|
|
2019
Q1 | $213K | Hold |
4,403
| – | – | 0.23% | 89 |
|
|
2018
Q4 | $219K | Buy |
+4,403
| New | +$219K | 0.26% | 83 |
|