Wells Fargo’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $629K | Sell |
2,201
-1,237
| -36% | -$361K | ﹤0.01% | 4021 |
|
|
2025
Q4 | $976K | Buy |
3,438
+678
| +25% | +$194K | ﹤0.01% | 3986 |
|
|
2025
Q3 | $728K | Buy |
2,760
+278
| +11% | +$74.2K | ﹤0.01% | 4034 |
|
|
2025
Q2 | $616K | Buy |
2,482
+1,063
| +75% | +$257K | ﹤0.01% | 3994 |
|
|
2025
Q1 | $337K | Buy |
1,419
+394
| +38% | +$98.8K | ﹤0.01% | 4354 |
|
|
2024
Q4 | $261K | Buy |
1,025
+188
| +22% | +$49.9K | ﹤0.01% | 4631 |
|
|
2024
Q3 | $204K | Buy |
837
+44
| +6% | +$10.2K | ﹤0.01% | 4566 |
|
|
2024
Q2 | $142K | Buy |
793
+94
| +13% | +$16.2K | ﹤0.01% | 4736 |
|
|
2024
Q1 | $122K | Buy |
699
+68
| +11% | +$12K | ﹤0.01% | 4782 |
|
|
2023
Q4 | $123K | Sell |
631
-78
| -11% | -$13.4K | ﹤0.01% | 4781 |
|
|
2023
Q3 | $132K | Sell |
709
-172
| -20% | -$35.2K | ﹤0.01% | 4612 |
|
|
2023
Q2 | $188K | Buy |
881
+573
| +186% | +$117K | ﹤0.01% | 4626 |
|
|
2023
Q1 | $72.1K | Buy |
308
+260
| +542% | +$71.3K | ﹤0.01% | 4977 |
|
|
2022
Q4 | $13.2K | Sell |
48
-34
| -41% | -$8.96K | ﹤0.01% | 5437 |
|
|
2022
Q3 | $20K | Sell |
82
-240
| -75% | -$70.2K | ﹤0.01% | 5394 |
|
|
2022
Q2 | $92K | Sell |
322
-658
| -67% | -$207K | ﹤0.01% | 4688 |
|
|
2022
Q1 | $337K | Sell |
980
-77
| -7% | -$28.4K | ﹤0.01% | 4684 |
|
|
2021
Q4 | $443K | Buy |
1,057
+808
| +324% | +$305K | ﹤0.01% | 4761 |
|
|
2021
Q3 | $84K | Sell |
249
-21
| -8% | -$6.56K | ﹤0.01% | 5452 |
|
|
2021
Q2 | $79K | Sell |
270
-468
| -63% | -$138K | ﹤0.01% | 5385 |
|
|
2021
Q1 | $209K | Sell |
738
-3,104
| -81% | -$776K | ﹤0.01% | 5129 |
|
|
2020
Q4 | $829K | Buy |
3,842
+86
| +2% | +$18.3K | ﹤0.01% | 4168 |
|
|
2020
Q3 | $691K | Sell |
3,756
-108
| -3% | -$19.8K | ﹤0.01% | 4122 |
|
|
2020
Q2 | $648K | Buy |
3,864
+286
| +8% | +$44.4K | ﹤0.01% | 4139 |
|
|
2020
Q1 | $519K | Buy |
3,578
+605
| +20% | +$113K | ﹤0.01% | 4008 |
|
|
2019
Q4 | $625K | Buy |
2,973
+50
| +2% | +$9.64K | ﹤0.01% | 4188 |
|
|
2019
Q3 | $552K | Buy |
2,923
+110
| +4% | +$20.9K | ﹤0.01% | 4300 |
|
|
2019
Q2 | $557K | Buy |
2,813
+160
| +6% | +$29.5K | ﹤0.01% | 4299 |
|
|
2019
Q1 | $456K | Sell |
2,653
-543
| -17% | -$102K | ﹤0.01% | 4392 |
|
|
2018
Q4 | $631K | Buy |
3,196
+106
| +3% | +$22.2K | ﹤0.01% | 4189 |
|
|
2018
Q3 | $679K | Buy |
3,090
+58
| +2% | +$12.7K | ﹤0.01% | 4235 |
|
|
2018
Q2 | $666K | Sell |
3,032
-12
| -0.4% | -$2.55K | ﹤0.01% | 4254 |
|
|
2018
Q1 | $627K | Buy |
3,044
+16
| +0.5% | +$3.34K | ﹤0.01% | 4234 |
|
|
2017
Q4 | $627K | Buy |
3,028
+1,570
| +108% | +$318K | ﹤0.01% | 4231 |
|
|
2017
Q3 | $277K | Buy |
1,458
+529
| +57% | +$96.2K | ﹤0.01% | 4733 |
|
|
2017
Q2 | $169K | Buy |
929
+29
| +3% | +$5.13K | ﹤0.01% | 4885 |
|
|
2017
Q1 | $160K | Hold |
900
| – | – | ﹤0.01% | 4946 |
|
|
2016
Q4 | $177K | Buy |
900
+432
| +92% | +$69.7K | ﹤0.01% | 4837 |
|
|
2016
Q3 | $65K | Buy |
468
+178
| +61% | +$23.4K | ﹤0.01% | 5160 |
|
|
2016
Q2 | $36K | Sell |
290
-85
| -23% | -$10.8K | ﹤0.01% | 5321 |
|
|
2016
Q1 | $45K | Buy |
375
+72
| +24% | +$8.63K | ﹤0.01% | 5255 |
|
|
2015
Q4 | $36K | Buy |
303
+290
| +2,231% | +$36.7K | ﹤0.01% | 5395 |
|
|
2015
Q3 | $1K | Sell |
13
-54
| -81% | -$6.22K | ﹤0.01% | 6059 |
|
|
2015
Q2 | $8K | Sell |
67
-86
| -56% | -$9.34K | ﹤0.01% | 5874 |
|
|
2015
Q1 | $15K | Buy |
+153
| New | +$14.2K | ﹤0.01% | 5488 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | -$84 | – | 6298 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6245 |
|
|
2014
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6193 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5970 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5827 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5745 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | +$66 | ﹤0.01% | 5659 |
|
Other funds holding HIFS
MC
RA
DPCM
SIC
VCM
