YHB Investment Advisors’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 | $2.39M | Sell |
29,839
-2,153
| -7% | -$172K | 0.18% | 111 |
|
|
2025
Q1 | $2.3M | Sell |
31,992
-1,057
| -3% | -$75.9K | 0.19% | 110 |
|
|
2024
Q4 | $2.32M | Sell |
33,049
-1,665
| -5% | -$117K | 0.19% | 109 |
|
|
2024
Q3 | $1.96M | Sell |
34,714
-284
| -0.8% | -$16K | 0.16% | 122 |
|
|
2024
Q2 | $2.08M | Sell |
34,998
-6,316
| -15% | -$375K | 0.18% | 113 |
|
|
2024
Q1 | $2.39M | Sell |
41,314
-5,718
| -12% | -$331K | 0.21% | 102 |
|
|
2023
Q4 | $2.31M | Sell |
47,032
-108,421
| -70% | -$5.34M | 0.22% | 98 |
|
|
2023
Q3 | $6.5M | Buy |
155,453
+75,914
| +95% | +$3.17M | 0.6% | 45 |
|
|
2023
Q2 | $3.39M | Buy |
79,539
+2,784
| +4% | +$119K | 0.32% | 86 |
|
|
2023
Q1 | $2.87M | Sell |
76,755
-834
| -1% | -$31.2K | 0.29% | 91 |
|
|
2022
Q4 | $3.2M | Buy |
77,589
+5,213
| +7% | +$215K | 0.34% | 80 |
|
|
2022
Q3 | $2.91M | Buy |
72,376
+9,609
| +15% | +$386K | 0.32% | 83 |
|
|
2022
Q2 | $2.46M | Buy |
62,767
+27
| +0% | +$1.06K | 0.26% | 97 |
|
|
2022
Q1 | $3.04M | Sell |
62,740
-18,653
| -23% | -$904K | 0.27% | 94 |
|
|
2021
Q4 | $3.91M | Sell |
81,393
-29,211
| -26% | -$1.4M | 0.31% | 83 |
|
|
2021
Q3 | $5.13M | Sell |
110,604
-473
| -0.4% | -$22K | 0.44% | 59 |
|
|
2021
Q2 | $5.03M | Sell |
111,077
-25,458
| -19% | -$1.15M | 0.43% | 61 |
|
|
2021
Q1 | $5.99M | Sell |
136,535
-10,362
| -7% | -$454K | 0.52% | 55 |
|
|
2020
Q4 | $4.43M | Buy |
146,897
+27,148
| +23% | +$819K | 0.42% | 67 |
|
|
2020
Q3 | $2.82M | Buy |
119,749
+50,983
| +74% | +$1.2M | 0.31% | 80 |
|
|
2020
Q2 | $1.76M | Buy |
68,766
+352
| +0.5% | +$9.01K | 0.25% | 83 |
|
|
2020
Q1 | $1.96M | Sell |
68,414
-2,268
| -3% | -$65.1K | 0.34% | 77 |
|
|
2019
Q4 | $3.8M | Sell |
70,682
-571
| -0.8% | -$30.7K | 0.54% | 57 |
|
|
2019
Q3 | $3.59M | Sell |
71,253
-50
| -0.1% | -$2.52K | 0.55% | 55 |
|
|
2019
Q2 | $3.37M | Sell |
71,303
-22,764
| -24% | -$1.08M | 0.54% | 57 |
|
|
2019
Q1 | $4.55M | Buy |
94,067
+5,217
| +6% | +$252K | 0.71% | 45 |
|
|
2018
Q4 | $4.09M | Buy |
88,850
+7,111
| +9% | +$328K | 0.73% | 46 |
|
|
2018
Q3 | $4.3M | Sell |
81,739
-5,067
| -6% | -$266K | 0.65% | 49 |
|
|
2018
Q2 | $4.81M | Buy |
86,806
+9,628
| +12% | +$534K | 0.79% | 39 |
|
|
2018
Q1 | $4.05M | Buy |
77,178
+13,057
| +20% | +$684K | 0.69% | 46 |
|
|
2017
Q4 | $3.89M | Sell |
64,121
-1,128
| -2% | -$68.4K | 0.66% | 47 |
|
|
2017
Q3 | $3.6M | Sell |
65,249
-3,174
| -5% | -$175K | 0.64% | 51 |
|
|
2017
Q2 | $3.79M | Buy |
68,423
+41,930
| +158% | +$2.32M | 0.65% | 49 |
|
|
2017
Q1 | $1.43M | Sell |
26,493
-18,643
| -41% | -$1M | 0.27% | 90 |
|
|
2016
Q4 | $2.49M | Sell |
45,136
-283
| -0.6% | -$15.6K | 0.52% | 63 |
|
|
2016
Q3 | $2.01M | Buy |
45,419
+2,015
| +5% | +$89.2K | 0.49% | 63 |
|
|
2016
Q2 | $2.05M | Buy |
43,404
+4,823
| +13% | +$228K | 0.45% | 68 |
|
|
2016
Q1 | $1.87M | Buy |
38,581
+2,705
| +8% | +$131K | 0.5% | 64 |
|
|
2015
Q4 | $1.95M | Buy |
35,876
+5,087
| +17% | +$276K | 0.44% | 70 |
|
|
2015
Q3 | $1.58M | Buy |
30,789
+4,107
| +15% | +$211K | 0.37% | 79 |
|
|
2015
Q2 | $1.5M | Buy |
26,682
+7,518
| +39% | +$423K | 0.33% | 86 |
|
|
2015
Q1 | $1.04M | Buy |
19,164
+1,741
| +10% | +$94.8K | 0.23% | 98 |
|
|
2014
Q4 | $955K | Buy |
17,423
+1,099
| +7% | +$60.2K | 0.22% | 106 |
|
|
2014
Q3 | $847K | Buy |
16,324
+2,306
| +16% | +$120K | 0.2% | 103 |
|
|
2014
Q2 | $737K | Buy |
14,018
+464
| +3% | +$24.4K | 0.18% | 103 |
|
|
2014
Q1 | $674K | Buy |
13,554
+3,716
| +38% | +$185K | 0.17% | 105 |
|
|
2013
Q4 | $447K | Buy |
9,838
+193
| +2% | +$8.77K | 0.12% | 119 |
|
|
2013
Q3 | $399K | Sell |
9,645
-1,609
| -14% | -$66.6K | 0.12% | 121 |
|
|
2013
Q2 | $464K | Buy |
+11,254
| New | +$464K | 0.14% | 114 |
|