Wells Fargo’s Hennessy Advisors HNNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46K | Hold |
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|
2025
Q1 | $7.47K | Hold |
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|
2024
Q4 | $9.57K | Hold |
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|
2024
Q3 | $7.47K | Buy |
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|
2024
Q2 | $4 | Sell |
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|
2024
Q1 | $217 | Buy |
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|
2023
Q4 | $204 | Buy |
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|
2023
Q3 | $196 | Buy |
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|
2023
Q2 | $202 | Buy |
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|
2023
Q1 | $213 | Hold |
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|
2022
Q4 | $226 | Sell |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Sell |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Buy |
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|
2020
Q4 | $0 | Sell |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $68K | Buy |
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|
2019
Q3 | $0 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $14K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $30K | Sell |
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $43K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $57K | Hold |
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|
2015
Q2 | $45K | Sell |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $63K | Sell |
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|
2014
Q3 | $83K | Sell |
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|
2014
Q2 | $86K | Buy |
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