CoreFirst Bank & 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 | $367K | Sell |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $972K | Sell |
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|
2020
Q4 | $767K | Buy |
|