Colonial Trust’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 | $483K | Buy |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $127K | Sell |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $149K | Buy |
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|
2023
Q3 | $108K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $82.5K | Sell |
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|
2022
Q4 | $93.3K | Sell |
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|
2022
Q3 | $93K | Buy |
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