CNBTD
Citizens National Bank Trust Department’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
23,117
-10
| -0% | -$801 | 0.37% | 80 |
|
|
2025
Q1 | $1.66M | Hold |
23,127
| – | – | 0.35% | 76 |
|
|
2024
Q4 | $1.62M | Sell |
23,127
-1,500
| -6% | -$105K | 0.34% | 80 |
|
|
2024
Q3 | $1.39M | Sell |
24,627
-2,200
| -8% | -$124K | 0.29% | 87 |
|
|
2024
Q2 | $1.59M | Hold |
26,827
| – | – | 0.35% | 75 |
|
|
2024
Q1 | $1.55M | Buy |
26,827
+582
| +2% | +$33.7K | 0.36% | 76 |
|
|
2023
Q4 | $1.29M | Sell |
26,245
-1,270
| -5% | -$62.5K | 0.33% | 78 |
|
|
2023
Q3 | $1.12M | Hold |
27,515
| – | – | 0.31% | 79 |
|
|
2023
Q2 | $1.17M | Sell |
27,515
-25
| -0.1% | -$1.07K | 0.31% | 78 |
|
|
2023
Q1 | $1.03M | Sell |
27,540
-100
| -0.4% | -$3.74K | 0.29% | 86 |
|
|
2022
Q4 | $1.14M | Sell |
27,640
-158
| -0.6% | -$6.52K | 0.32% | 79 |
|
|
2022
Q3 | $1.12M | Sell |
27,798
-78
| -0.3% | -$3.14K | 0.35% | 76 |
|
|
2022
Q2 | $1.09M | Hold |
27,876
| – | – | 0.31% | 79 |
|
|
2022
Q1 | $1.22M | Sell |
27,876
-27
| -0.1% | -$1.18K | 0.49% | 65 |
|
|
2021
Q4 | $1.34M | Sell |
27,903
-5,937
| -18% | -$285K | 0.51% | 64 |
|
|
2021
Q3 | $1.57M | Hold |
33,840
| – | – | 0.45% | 71 |
|
|
2021
Q2 | $1.53M | Sell |
33,840
-1,315
| -4% | -$59.6K | 0.44% | 72 |
|
|
2021
Q1 | $1.37M | Hold |
35,155
| – | – | 0.42% | 74 |
|
|
2020
Q4 | $1.06M | Buy |
35,155
+175
| +0.5% | +$5.28K | 0.35% | 78 |
|
|
2020
Q3 | $823K | Sell |
34,980
-1,500
| -4% | -$35.3K | 0.32% | 76 |
|
|
2020
Q2 | $934K | Hold |
36,480
| – | – | 0.4% | 68 |
|
|
2020
Q1 | $1.05M | Buy |
+36,480
| New | +$1.05M | 0.56% | 56 |
|