YHB Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Sell |
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|
2025
Q2 | $2.39M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $2.08M | Sell |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $6.5M | Buy |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $2.87M | Sell |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.9M | Sell |
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|
2021
Q3 | $5.13M | Sell |
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|
2021
Q2 | $5.03M | Sell |
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|
2021
Q1 | $5.99M | Sell |
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|
2020
Q4 | $4.43M | Buy |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $1.76M | Buy |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $3.8M | Sell |
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|
2019
Q3 | $3.59M | Sell |
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|
2019
Q2 | $3.37M | Sell |
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|
2019
Q1 | $4.54M | Buy |
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|
2018
Q4 | $4.09M | Buy |
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|
2018
Q3 | $4.3M | Sell |
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|
2018
Q2 | $4.81M | Buy |
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|
2018
Q1 | $4.04M | Buy |
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|
2017
Q4 | $3.89M | Sell |
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|
2017
Q3 | $3.6M | Sell |
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|
2017
Q2 | $3.79M | Buy |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $2.49M | Sell |
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|
2016
Q3 | $2.01M | Buy |
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|
2016
Q2 | $2.05M | Buy |
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|
2016
Q1 | $1.87M | Buy |
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|
2015
Q4 | $1.95M | Buy |
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|
2015
Q3 | $1.58M | Buy |
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|
2015
Q2 | $1.5M | Buy |
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|
2015
Q1 | $1.04M | Buy |
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|
2014
Q4 | $955K | Buy |
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|
2014
Q3 | $847K | Buy |
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|
2014
Q2 | $737K | Buy |
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|
2014
Q1 | $674K | Buy |
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|
2013
Q4 | $447K | Buy |
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|
2013
Q3 | $399K | Sell |
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|
2013
Q2 | $464K | Buy |
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