Colonial Trust Advisors’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
Q2 | $353K | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $453K | Hold |
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|
2021
Q3 | $439K | Sell |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $273K | Sell |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $578K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $214K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $230K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $221K | Hold |
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|
2015
Q3 | $208K | Hold |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $230K | Buy |
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|
2014
Q4 | $137K | Sell |
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|
2014
Q3 | $212K | Sell |
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|
2014
Q2 | $217K | Hold |
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|
2014
Q1 | $205K | Buy |
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