City State Bank’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 | $255K | Hold |
3,179
| – | – | 0.08% | 175 |
|
|
2025
Q1 | $228K | Sell |
3,179
-200
| -6% | -$14.4K | 0.08% | 176 |
|
|
2024
Q4 | $237K | Hold |
3,379
| – | – | 0.08% | 173 |
|
|
2024
Q3 | $191K | Hold |
3,379
| – | – | 0.07% | 188 |
|
|
2024
Q2 | $201K | Sell |
3,379
-250
| -7% | -$14.8K | 0.08% | 180 |
|
|
2024
Q1 | $210K | Sell |
3,629
-400
| -10% | -$23.1K | 0.09% | 181 |
|
|
2023
Q4 | $198K | Sell |
4,029
-1,971
| -33% | -$96.9K | 0.1% | 171 |
|
|
2023
Q3 | $245K | Sell |
6,000
-2,060
| -26% | -$84.1K | 0.14% | 146 |
|
|
2023
Q2 | $344K | Buy |
8,060
+694
| +9% | +$29.6K | 0.19% | 115 |
|
|
2023
Q1 | $275K | Buy |
7,366
+787
| +12% | +$29.4K | 0.16% | 136 |
|
|
2022
Q4 | $272K | Sell |
6,579
-5,544
| -46% | -$229K | 0.17% | 136 |
|
|
2022
Q3 | $488K | Buy |
12,123
+6,437
| +113% | +$259K | 0.34% | 74 |
|
|
2022
Q2 | $223K | Sell |
5,686
-534
| -9% | -$20.9K | 0.16% | 135 |
|
|
2022
Q1 | $301K | Hold |
6,220
| – | – | 0.18% | 124 |
|
|
2021
Q4 | $298K | Buy |
+6,220
| New | +$298K | 0.18% | 127 |
|