Union Heritage Capital’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 | $3.68M | Hold |
45,970
| – | – | 1.28% | 26 |
|
|
2025
Q1 | $3.3M | Hold |
45,970
| – | – | 1.23% | 30 |
|
|
2024
Q4 | $3.23M | Hold |
45,970
| – | – | 1.19% | 31 |
|
|
2024
Q3 | $2.6M | Hold |
45,970
| – | – | 0.96% | 38 |
|
|
2024
Q2 | $2.73M | Hold |
45,970
| – | – | 1.07% | 32 |
|
|
2024
Q1 | $2.66M | Hold |
45,970
| – | – | 1.06% | 35 |
|
|
2023
Q4 | $2.26M | Hold |
45,970
| – | – | 1.17% | 34 |
|
|
2023
Q3 | $1.88M | Hold |
45,970
| – | – | 1.07% | 35 |
|
|
2023
Q2 | $1.96M | Hold |
45,970
| – | – | 1.06% | 33 |
|
|
2023
Q1 | $1.72M | Hold |
45,970
| – | – | 1.04% | 35 |
|
|
2022
Q4 | $1.9M | Hold |
45,970
| – | – | 1.16% | 34 |
|
|
2022
Q3 | $1.85M | Hold |
45,970
| – | – | 1.23% | 32 |
|
|
2022
Q2 | $1.8M | Hold |
45,970
| – | – | 1.16% | 35 |
|
|
2022
Q1 | $2.23M | Hold |
45,970
| – | – | 1.24% | 33 |
|
|
2021
Q4 | $2.21M | Hold |
45,970
| – | – | 1.03% | 36 |
|
|
2021
Q3 | $2.13M | Hold |
45,970
| – | – | 1% | 35 |
|
|
2021
Q2 | $2.08M | Buy |
45,970
+15,000
| +48% | +$679K | 0.97% | 35 |
|
|
2021
Q1 | $1.21M | Buy |
+30,970
| New | +$1.21M | 0.6% | 46 |
|