Caldwell Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
19,199
-200
|
|
||||
|
2025
Q1 | $1.39M | Buy |
19,399
+1,481
|
|
||||
|
2024
Q4 | $1.26M | Sell |
17,918
-105
|
|
||||
|
2024
Q3 | $1.02M | Hold |
18,023
|
|
||||
|
2024
Q2 | $1.07M | Hold |
18,023
|
|
||||
|
2024
Q1 | $1.04M | Sell |
18,023
-500
|
|
||||
|
2023
Q4 | $912K | Sell |
18,523
-1,694
|
|
||||
|
2023
Q3 | $826K | Sell |
20,217
-113
|
|
||||
|
2023
Q2 | $868K | Sell |
20,330
-62
|
|
||||
|
2023
Q1 | $762K | Sell |
20,392
-4,364
|
|
||||
|
2022
Q4 | $1.02M | Sell |
24,756
-950
|
|
||||
|
2022
Q3 | $1.03M | Buy |
25,706
+1,168
|
|
||||
|
2022
Q2 | $961K | Buy |
24,538
+9,577
|
|
||||
|
2022
Q1 | $725K | Buy |
14,961
+2,664
|
|
||||
|
2021
Q4 | $590K | Hold |
12,297
|
|
||||
|
2021
Q3 | $571K | Buy |
12,297
+2,398
|
|
||||
|
2021
Q2 | $448K | Sell |
9,899
-250
|
|
||||
|
2021
Q1 | $397K | Buy |
10,149
+5,075
|
|
||||
|
2020
Q4 | $153K | Sell |
5,074
-10,553
|
|
||||
|
2020
Q3 | $367K | Sell |
15,627
-11,262
|
|
||||
|
2020
Q2 | $688K | Sell |
26,889
-1,200
|
|
||||
|
2020
Q1 | $806K | Sell |
28,089
-3,572
|
|
||||
|
2019
Q4 | $1.7M | Buy |
+31,661
|
|