Colonial Trust’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 | $483K | Buy |
6,027
+16
| +0.3% | +$1.28K | 0.07% | 178 |
|
|
2025
Q1 | $432K | Sell |
6,011
-467
| -7% | -$33.5K | 0.07% | 186 |
|
|
2024
Q4 | $455K | Sell |
6,478
-79
| -1% | -$5.55K | 0.07% | 187 |
|
|
2024
Q3 | $370K | Buy |
6,557
+4,418
| +207% | +$250K | 0.06% | 209 |
|
|
2024
Q2 | $127K | Sell |
2,139
-822
| -28% | -$48.8K | 0.02% | 361 |
|
|
2024
Q1 | $172K | Sell |
2,961
-57
| -2% | -$3.3K | 0.03% | 301 |
|
|
2023
Q4 | $149K | Buy |
3,018
+383
| +15% | +$18.9K | 0.03% | 319 |
|
|
2023
Q3 | $108K | Buy |
2,635
+221
| +9% | +$9.03K | 0.03% | 327 |
|
|
2023
Q2 | $103K | Buy |
2,414
+207
| +9% | +$8.84K | 0.02% | 339 |
|
|
2023
Q1 | $82.5K | Sell |
2,207
-53
| -2% | -$1.98K | 0.02% | 375 |
|
|
2022
Q4 | $93.3K | Sell |
2,260
-54
| -2% | -$2.23K | 0.03% | 323 |
|
|
2022
Q3 | $93K | Buy |
+2,314
| New | +$93K | 0.03% | 235 |
|