Blue Trust Inc’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 | $3.35M | Buy |
41,762
+5,439
| +15% | +$436K | 0.04% | 126 |
|
|
2025
Q1 | $2.61M | Buy |
36,323
+4,160
| +13% | +$299K | 0.03% | 136 |
|
|
2024
Q4 | $2.26M | Sell |
32,163
-13,935
| -30% | -$979K | 0.03% | 136 |
|
|
2024
Q3 | $2.74M | Buy |
46,098
+14,979
| +48% | +$890K | 0.04% | 122 |
|
|
2024
Q2 | $1.8M | Buy |
31,119
+3,613
| +13% | +$209K | 0.02% | 143 |
|
|
2024
Q1 | $1.59M | Buy |
27,506
+2,202
| +9% | +$128K | 0.02% | 130 |
|
|
2023
Q4 | $1.03M | Buy |
25,304
+1,574
| +7% | +$64.3K | 0.02% | 162 |
|
|
2023
Q3 | $1.01M | Sell |
23,730
-62
| -0.3% | -$2.64K | 0.02% | 168 |
|
|
2023
Q2 | $889K | Sell |
23,792
-8,496
| -26% | -$317K | 0.01% | 176 |
|
|
2023
Q1 | $1.33M | Sell |
32,288
-784
| -2% | -$32.4K | 0.02% | 162 |
|
|
2022
Q4 | $1.33M | Buy |
33,072
+4,581
| +16% | +$184K | 0.02% | 154 |
|
|
2022
Q3 | $1.12M | Buy |
28,491
+3,733
| +15% | +$146K | 0.02% | 144 |
|
|
2022
Q2 | $1.2M | Buy |
+24,758
| New | +$1.2M | 0.02% | 129 |
|