Bank of Stockton’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 | $4.79M | Buy |
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|
2025
Q2 | $4.58M | Hold |
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|
2025
Q1 | $4.11M | Sell |
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|
2024
Q4 | $4.18M | Sell |
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|
2024
Q3 | $3.46M | Buy |
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|
2024
Q2 | $2.59M | Hold |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.1M | Hold |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $1.73M | Hold |
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|
2022
Q4 | $1.91M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $1.84M | Hold |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $2.26M | Hold |
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|
2021
Q3 | $2.19M | Hold |
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|
2021
Q2 | $2.13M | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $492K | Sell |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $477K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $200K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $238K | Sell |
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|
2016
Q1 | $778K | Buy |
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|
2015
Q4 | $272K | Buy |
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|
2015
Q3 | $226K | Buy |
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|
2015
Q2 | $236K | Hold |
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|
2015
Q1 | $228K | Sell |
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|
2014
Q4 | $233K | Sell |
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|
2014
Q3 | $228K | Sell |
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|
2014
Q2 | $252K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $247K | Sell |
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|
2013
Q3 | $225K | Buy |
|