HWG Holdings’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 | – | Sell |
-525
| Closed | -$37.7K | – | 133 |
|
|
2025
Q1 | $37.7K | Buy |
+525
| New | +$37.7K | 0.02% | 81 |
|
|
2024
Q3 | – | Sell |
-125
| Closed | -$7.42K | – | 129 |
|
|
2024
Q2 | $7.42K | Buy |
+125
| New | +$7.42K | ﹤0.01% | 90 |
|
|
2022
Q1 | $189K | Buy |
3,899
+3,401
| +683% | +$165K | 0.09% | 64 |
|
|
2021
Q4 | $24K | Buy |
+498
| New | +$24K | 0.01% | 89 |
|
|
2021
Q2 | $53K | Sell |
1,169
-10,742
| -90% | -$487K | 0.02% | 75 |
|
|
2021
Q1 | $465K | Buy |
+11,911
| New | +$465K | 0.23% | 38 |
|
|
2018
Q1 | – | Sell |
-11,551
| Closed | -$701K | – | 111 |
|
|
2017
Q4 | $701K | Buy |
+11,551
| New | +$701K | 0.59% | 37 |
|
|
2015
Q3 | – | Sell |
-14,939
| Closed | -$837K | – | 19 |
|
|
2015
Q2 | $837K | Buy |
14,939
+1,265
| +9% | +$70.9K | 0.88% | 20 |
|
|
2015
Q1 | $744K | Buy |
+13,674
| New | +$744K | 1.2% | 18 |
|
|
2014
Q3 | – | Sell |
-30,771
| Closed | -$1.62M | – | 49 |
|
|
2014
Q2 | $1.62M | Buy |
30,771
+10
| +0% | +$525 | 1.23% | 26 |
|
|
2014
Q1 | $1.53M | Buy |
+30,761
| New | +$1.53M | 1.39% | 24 |
|