NHC
Nicholas Hoffman & Company’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
24,987
+452
| +2% | +$36.2K | 0.05% | 78 |
|
|
2025
Q1 | $1.76M | Sell |
24,535
-3,476
| -12% | -$250K | 0.07% | 81 |
|
|
2024
Q4 | $1.97M | Buy |
28,011
+230
| +0.8% | +$16.2K | 0.08% | 71 |
|
|
2024
Q3 | $1.57M | Sell |
27,781
-528
| -2% | -$29.8K | 0.07% | 85 |
|
|
2024
Q2 | $1.68M | Buy |
28,309
+818
| +3% | +$48.6K | 0.08% | 73 |
|
|
2024
Q1 | $1.59M | Sell |
27,491
-2,513
| -8% | -$146K | 0.08% | 78 |
|
|
2023
Q4 | $1.48M | Sell |
30,004
-1,619
| -5% | -$79.7K | 0.09% | 77 |
|
|
2023
Q3 | $1.29M | Sell |
31,623
-1,745
| -5% | -$71.3K | 0.1% | 85 |
|
|
2023
Q2 | $1.42M | Sell |
33,368
-365
| -1% | -$15.6K | 0.06% | 82 |
|
|
2023
Q1 | $1.26M | Buy |
33,733
+3,048
| +10% | +$114K | 0.11% | 91 |
|
|
2022
Q4 | $1.27M | Sell |
30,685
-447
| -1% | -$18.5K | 0.14% | 97 |
|
|
2022
Q3 | $1.25M | Buy |
31,132
+1,388
| +5% | +$55.8K | 0.06% | 84 |
|
|
2022
Q2 | $1.17M | Buy |
29,744
+238
| +0.8% | +$9.32K | 0.05% | 94 |
|
|
2022
Q1 | $1.43M | Sell |
29,506
-2,747
| -9% | -$133K | 0.06% | 76 |
|
|
2021
Q4 | $1.55M | Sell |
32,253
-2,743
| -8% | -$132K | 0.05% | 67 |
|
|
2021
Q3 | $1.62M | Sell |
34,996
-915
| -3% | -$42.5K | 0.28% | 62 |
|
|
2021
Q2 | $1.63M | Sell |
35,911
-1,346
| -4% | -$60.9K | 0.29% | 61 |
|
|
2021
Q1 | $1.46M | Buy |
37,257
+938
| +3% | +$36.7K | 0.29% | 64 |
|
|
2020
Q4 | $1.1M | Buy |
36,319
+3,329
| +10% | +$100K | 0.25% | 76 |
|
|
2020
Q3 | $776K | Buy |
32,990
+3,845
| +13% | +$90.4K | 0.21% | 94 |
|
|
2020
Q2 | $746K | Sell |
29,145
-1,863
| -6% | -$47.7K | 0.22% | 91 |
|
|
2020
Q1 | $890K | Sell |
31,008
-1,465
| -5% | -$42K | 0.3% | 72 |
|
|
2019
Q4 | $1.75M | Sell |
32,473
-46
| -0.1% | -$2.48K | 0.48% | 49 |
|
|
2019
Q3 | $1.64M | Buy |
32,519
+3,471
| +12% | +$175K | 0.5% | 46 |
|
|
2019
Q2 | $1.38M | Buy |
29,048
+3,119
| +12% | +$148K | 0.43% | 56 |
|
|
2019
Q1 | $1.25M | Buy |
25,929
+1,661
| +7% | +$80.3K | 0.4% | 60 |
|
|
2018
Q4 | $1.12M | Sell |
24,268
-1,993
| -8% | -$91.8K | 0.38% | 58 |
|
|
2018
Q3 | $1.38M | Buy |
26,261
+4,001
| +18% | +$210K | 0.46% | 50 |
|
|
2018
Q2 | $1.23M | Sell |
22,260
-50
| -0.2% | -$2.77K | 0.45% | 55 |
|
|
2018
Q1 | $1.17M | Buy |
22,310
+835
| +4% | +$43.8K | 0.46% | 56 |
|
|
2017
Q4 | $1.3M | Sell |
21,475
-1,478
| -6% | -$89.7K | 0.51% | 51 |
|
|
2017
Q3 | $1.27M | Buy |
22,953
+1,984
| +9% | +$109K | 0.53% | 53 |
|
|
2017
Q2 | $1.16M | Sell |
20,969
-61
| -0.3% | -$3.38K | 0.53% | 52 |
|
|
2017
Q1 | $1.17M | Sell |
21,030
-1,865
| -8% | -$104K | 0.55% | 50 |
|
|
2016
Q4 | $1.28M | Sell |
22,895
-1,774
| -7% | -$99.3K | 0.65% | 42 |
|
|
2016
Q3 | $1.09M | Buy |
24,669
+2,594
| +12% | +$115K | 0.6% | 43 |
|
|
2016
Q2 | $1.05M | Buy |
+22,075
| New | +$1.05M | 0.6% | 41 |
|