Adirondack Trust Company’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 | $81.2K | Sell |
1,014
-700
| -41% | -$56.1K | 0.03% | 197 |
|
|
2025
Q1 | $123K | Hold |
1,714
| – | – | 0.05% | 173 |
|
|
2024
Q4 | $120K | Hold |
1,714
| – | – | 0.05% | 172 |
|
|
2024
Q3 | $96.8K | Hold |
1,714
| – | – | 0.04% | 188 |
|
|
2024
Q2 | $102K | Hold |
1,714
| – | – | 0.04% | 180 |
|
|
2024
Q1 | $99.3K | Buy |
1,714
+169
| +11% | +$9.79K | 0.04% | 181 |
|
|
2023
Q4 | $85.9K | Sell |
1,545
-215
| -12% | -$12K | 0.04% | 188 |
|
|
2023
Q3 | $71.9K | Sell |
1,760
-19
| -1% | -$776 | 0.04% | 191 |
|
|
2023
Q2 | $82.1K | Hold |
1,779
| – | – | 0.04% | 177 |
|
|
2023
Q1 | $66.5K | Hold |
1,779
| – | – | 0.03% | 192 |
|
|
2022
Q4 | $73.5K | Sell |
1,779
-766
| -30% | -$31.6K | 0.04% | 182 |
|
|
2022
Q3 | $102K | Sell |
2,545
-124
| -5% | -$4.97K | 0.06% | 159 |
|
|
2022
Q2 | $104K | Buy |
2,669
+890
| +50% | +$34.7K | 0.06% | 152 |
|
|
2022
Q1 | $86K | Buy |
1,779
+110
| +7% | +$5.32K | 0.04% | 169 |
|
|
2021
Q4 | $80K | Hold |
1,669
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $86K | Hold |
1,669
| – | – | 0.04% | 159 |
|
|
2021
Q2 | $76K | Sell |
1,669
-237
| -12% | -$10.8K | 0.04% | 160 |
|
|
2021
Q1 | $74K | Hold |
1,906
| – | – | 0.04% | 158 |
|
|
2020
Q4 | $57K | Sell |
1,906
-820
| -30% | -$24.5K | 0.03% | 162 |
|
|
2020
Q3 | $64K | Sell |
2,726
-1,322
| -33% | -$31K | 0.04% | 152 |
|
|
2020
Q2 | $98K | Sell |
4,048
-437
| -10% | -$10.6K | 0.06% | 131 |
|
|
2020
Q1 | $129K | Buy |
4,485
+205
| +5% | +$5.9K | 0.11% | 102 |
|
|
2019
Q4 | $201K | Buy |
4,280
+465
| +12% | +$21.8K | 0.13% | 92 |
|
|
2019
Q3 | $192K | Sell |
3,815
-30
| -0.8% | -$1.51K | 0.13% | 93 |
|
|
2019
Q2 | $182K | Hold |
3,845
| – | – | 0.13% | 99 |
|
|
2019
Q1 | $187K | Sell |
3,845
-20
| -0.5% | -$973 | 0.13% | 98 |
|
|
2018
Q4 | $178K | Sell |
3,865
-20
| -0.5% | -$921 | 0.14% | 92 |
|
|
2018
Q3 | $204K | Sell |
3,885
-70
| -2% | -$3.68K | 0.14% | 97 |
|
|
2018
Q2 | $219K | Buy |
3,955
+430
| +12% | +$23.8K | 0.15% | 91 |
|
|
2018
Q1 | $183K | Sell |
3,525
-326
| -8% | -$16.9K | 0.13% | 97 |
|
|
2017
Q4 | $234K | Sell |
3,851
-50
| -1% | -$3.04K | 0.17% | 85 |
|
|
2017
Q3 | $215K | Hold |
3,901
| – | – | 0.17% | 84 |
|
|
2017
Q2 | $216K | Sell |
3,901
-731
| -16% | -$40.5K | 0.17% | 85 |
|
|
2017
Q1 | $258K | Sell |
4,632
-20
| -0.4% | -$1.11K | 0.18% | 86 |
|
|
2016
Q4 | $256K | Sell |
4,652
-296
| -6% | -$16.3K | 0.18% | 86 |
|
|
2016
Q3 | $219K | Buy |
4,948
+1,030
| +26% | +$45.6K | 0.16% | 90 |
|
|
2016
Q2 | $186K | Sell |
3,918
-275
| -7% | -$13.1K | 0.13% | 103 |
|
|
2016
Q1 | $202K | Hold |
4,193
| – | – | 0.15% | 94 |
|
|
2015
Q4 | $211K | Buy |
4,193
+286
| +7% | +$14.4K | 0.17% | 85 |
|
|
2015
Q3 | $200K | Buy |
3,907
+536
| +16% | +$27.4K | 0.16% | 91 |
|
|
2015
Q2 | $189K | Buy |
3,371
+770
| +30% | +$43.2K | 0.14% | 98 |
|
|
2015
Q1 | $142K | Buy |
2,601
+465
| +22% | +$25.4K | 0.11% | 105 |
|
|
2014
Q4 | $117K | Buy |
2,136
+135
| +7% | +$7.4K | 0.09% | 113 |
|
|
2014
Q3 | $104K | Buy |
2,001
+840
| +72% | +$43.7K | 0.08% | 113 |
|
|
2014
Q2 | $61K | Sell |
1,161
-318
| -22% | -$16.7K | 0.05% | 134 |
|
|
2014
Q1 | $73K | Sell |
1,479
-360
| -20% | -$17.8K | 0.06% | 122 |
|
|
2013
Q4 | $84K | Hold |
1,839
| – | – | 0.07% | 118 |
|
|
2013
Q3 | $76K | Buy |
1,839
+550
| +43% | +$22.7K | 0.07% | 118 |
|
|
2013
Q2 | $53K | Buy |
+1,289
| New | +$53K | 0.05% | 130 |
|