James Hambro & 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 | $322K | Hold |
4,019
| – | – | 0.01% | 45 |
|
|
2025
Q1 | $289K | Hold |
4,019
| – | – | 0.01% | 49 |
|
|
2024
Q4 | $282K | Sell |
4,019
-175
| -4% | -$12.3K | 0.01% | 52 |
|
|
2024
Q3 | $237K | Hold |
4,194
| – | – | 0.01% | 52 |
|
|
2024
Q2 | $249K | Hold |
4,194
| – | – | 0.01% | 51 |
|
|
2024
Q1 | $243K | Hold |
4,194
| – | – | 0.01% | 51 |
|
|
2023
Q4 | $206K | Buy |
+4,194
| New | +$206K | 0.01% | 52 |
|
|
2022
Q2 | – | Sell |
-7,129
| Closed | -$346K | – | 68 |
|
|
2022
Q1 | $346K | Sell |
7,129
-500
| -7% | -$24.3K | 0.02% | 54 |
|
|
2021
Q4 | $366K | Sell |
7,629
-337
| -4% | -$16.2K | 0.02% | 57 |
|
|
2021
Q3 | $370K | Hold |
7,966
| – | – | 0.03% | 67 |
|
|
2021
Q2 | $361K | Sell |
7,966
-318
| -4% | -$14.4K | 0.03% | 67 |
|
|
2021
Q1 | $324K | Hold |
8,284
| – | – | 0.03% | 75 |
|
|
2020
Q4 | $250K | Buy |
+8,284
| New | +$250K | 0.03% | 84 |
|
|
2020
Q3 | – | Sell |
-8,284
| Closed | -$212K | – | 61 |
|
|
2020
Q2 | $212K | Buy |
+8,284
| New | +$212K | 0.03% | 54 |
|
|
2020
Q1 | – | Sell |
-5,426
| Closed | -$292K | – | 57 |
|
|
2019
Q4 | $292K | Hold |
5,426
| – | – | 0.05% | 49 |
|
|
2019
Q3 | $274K | Buy |
+5,426
| New | +$274K | 0.05% | 46 |
|
|
2019
Q1 | $266K | Buy |
+5,426
| New | +$266K | 0.08% | 45 |
|