Arrow Financial’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 | $464K | Sell |
5,787
-112
| -2% | -$8.97K | 0.05% | 126 |
|
|
2025
Q1 | $423K | Sell |
5,899
-84
| -1% | -$6.03K | 0.05% | 130 |
|
|
2024
Q4 | $420K | Hold |
5,983
| – | – | 0.04% | 140 |
|
|
2024
Q3 | $338K | Sell |
5,983
-10
| -0.2% | -$565 | 0.03% | 149 |
|
|
2024
Q2 | $356K | Sell |
5,993
-280
| -4% | -$16.6K | 0.03% | 145 |
|
|
2024
Q1 | $364K | Sell |
6,273
-61
| -1% | -$3.54K | 0.04% | 145 |
|
|
2023
Q4 | $312K | Sell |
6,334
-438
| -6% | -$21.6K | 0.03% | 147 |
|
|
2023
Q3 | $277K | Sell |
6,772
-565
| -8% | -$23.1K | 0.03% | 148 |
|
|
2023
Q2 | $313K | Buy |
7,337
+62
| +0.9% | +$2.65K | 0.04% | 141 |
|
|
2023
Q1 | $272K | Sell |
7,275
-110
| -1% | -$4.11K | 0.04% | 145 |
|
|
2022
Q4 | $305K | Sell |
7,385
-175
| -2% | -$7.23K | 0.04% | 140 |
|
|
2022
Q3 | $304K | Hold |
7,560
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $297K | Hold |
7,560
| – | – | 0.04% | 137 |
|
|
2022
Q1 | $366K | Sell |
7,560
-140
| -2% | -$6.78K | 0.04% | 141 |
|
|
2021
Q4 | $369K | Sell |
7,700
-10
| -0.1% | -$479 | 0.04% | 140 |
|
|
2021
Q3 | $358K | Sell |
7,710
-172
| -2% | -$7.99K | 0.05% | 146 |
|
|
2021
Q2 | $357K | Hold |
7,882
| – | – | 0.05% | 148 |
|
|
2021
Q1 | $308K | Sell |
7,882
-280
| -3% | -$10.9K | 0.04% | 151 |
|
|
2020
Q4 | $247K | Sell |
8,162
-148
| -2% | -$4.48K | 0.05% | 146 |
|
|
2020
Q3 | $196K | Sell |
8,310
-1,325
| -14% | -$31.3K | 0.04% | 148 |
|
|
2020
Q2 | $246K | Sell |
9,635
-870
| -8% | -$22.2K | 0.05% | 142 |
|
|
2020
Q1 | $302K | Sell |
10,505
-316
| -3% | -$9.08K | 0.07% | 131 |
|
|
2019
Q4 | $582K | Sell |
10,821
-525
| -5% | -$28.2K | 0.11% | 115 |
|
|
2019
Q3 | $572K | Sell |
11,346
-1,335
| -11% | -$67.3K | 0.12% | 117 |
|
|
2019
Q2 | $599K | Sell |
12,681
-210
| -2% | -$9.92K | 0.13% | 115 |
|
|
2019
Q1 | $624K | Sell |
12,891
-200
| -2% | -$9.68K | 0.14% | 115 |
|
|
2018
Q4 | $603K | Sell |
13,091
-750
| -5% | -$34.5K | 0.15% | 109 |
|
|
2018
Q3 | $728K | Hold |
13,841
| – | – | 0.15% | 112 |
|
|
2018
Q2 | $767K | Sell |
13,841
-1,389
| -9% | -$77K | 0.17% | 108 |
|
|
2018
Q1 | $798K | Sell |
15,230
-395
| -3% | -$20.7K | 0.18% | 103 |
|
|
2017
Q4 | $948K | Sell |
15,625
-1,740
| -10% | -$106K | 0.22% | 95 |
|
|
2017
Q3 | $957K | Sell |
17,365
-48,168
| -74% | -$2.65M | 0.23% | 95 |
|
|
2017
Q2 | $3.63M | Sell |
65,533
-5,835
| -8% | -$323K | 0.87% | 32 |
|
|
2017
Q1 | $3.97M | Sell |
71,368
-2,068
| -3% | -$115K | 0.97% | 28 |
|
|
2016
Q4 | $4.05M | Sell |
73,436
-20,438
| -22% | -$1.13M | 1% | 23 |
|
|
2016
Q3 | $4.16M | Sell |
93,874
-19,741
| -17% | -$874K | 1.06% | 23 |
|
|
2016
Q2 | $5.38M | Sell |
113,615
-1,821
| -2% | -$86.2K | 1.4% | 16 |
|
|
2016
Q1 | $5.58M | Sell |
115,436
-338
| -0.3% | -$16.3K | 1.48% | 14 |
|
|
2015
Q4 | $6.29M | Sell |
115,774
-373
| -0.3% | -$20.3K | 1.68% | 11 |
|
|
2015
Q3 | $5.97M | Buy |
116,147
+4,295
| +4% | +$221K | 1.7% | 11 |
|
|
2015
Q2 | $6.29M | Buy |
111,852
+22,126
| +25% | +$1.24M | 1.7% | 9 |
|
|
2015
Q1 | $4.88M | Buy |
89,726
+2,133
| +2% | +$116K | 1.31% | 15 |
|
|
2014
Q4 | $4.8M | Buy |
87,593
+565
| +0.6% | +$31K | 1.31% | 14 |
|
|
2014
Q3 | $4.51M | Sell |
87,028
-7,910
| -8% | -$410K | 1.25% | 17 |
|
|
2014
Q2 | $4.99M | Buy |
94,938
+13
| +0% | +$683 | 1.35% | 13 |
|
|
2014
Q1 | $4.72M | Buy |
94,925
+1,042
| +1% | +$51.8K | 1.34% | 13 |
|
|
2013
Q4 | $4.26M | Sell |
93,883
-13,945
| -13% | -$633K | 1.22% | 17 |
|
|
2013
Q3 | $4.46M | Buy |
107,828
+1,505
| +1% | +$62.2K | 1.37% | 12 |
|
|
2013
Q2 | $4.39M | Buy |
+106,323
| New | +$4.39M | 1.41% | 13 |
|