CoreFirst Bank & 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 | $367K | Sell |
4,585
-340
| -7% | -$27.2K | 0.21% | 85 |
|
|
2025
Q1 | $354K | Hold |
4,925
| – | – | 0.23% | 84 |
|
|
2024
Q4 | $346K | Hold |
4,925
| – | – | 0.21% | 90 |
|
|
2024
Q3 | $278K | Sell |
4,925
-1,200
| -20% | -$67.8K | 0.16% | 104 |
|
|
2024
Q2 | $364K | Sell |
6,125
-70
| -1% | -$4.16K | 0.24% | 87 |
|
|
2024
Q1 | $359K | Sell |
6,195
-90
| -1% | -$5.22K | 0.22% | 89 |
|
|
2023
Q4 | $309K | Sell |
6,285
-6,731
| -52% | -$331K | 0.21% | 95 |
|
|
2023
Q3 | $532K | Buy |
13,016
+3,163
| +32% | +$129K | 0.38% | 64 |
|
|
2023
Q2 | $421K | Sell |
9,853
-2,646
| -21% | -$113K | 0.3% | 82 |
|
|
2023
Q1 | $467K | Sell |
12,499
-1,350
| -10% | -$50.5K | 0.34% | 69 |
|
|
2022
Q4 | $572K | Sell |
13,849
-4,422
| -24% | -$183K | 0.43% | 55 |
|
|
2022
Q3 | $735K | Sell |
18,271
-344
| -2% | -$13.8K | 0.63% | 39 |
|
|
2022
Q2 | $729K | Sell |
18,615
-2,964
| -14% | -$116K | 0.58% | 40 |
|
|
2022
Q1 | $1.05M | Sell |
21,579
-1,128
| -5% | -$54.7K | 0.72% | 35 |
|
|
2021
Q4 | $1.09M | Sell |
22,707
-1,072
| -5% | -$51.5K | 0.71% | 31 |
|
|
2021
Q3 | $1.1M | Sell |
23,779
-720
| -3% | -$33.4K | 0.77% | 28 |
|
|
2021
Q2 | $1.11M | Sell |
24,499
-370
| -1% | -$16.7K | 0.75% | 28 |
|
|
2021
Q1 | $972K | Sell |
24,869
-530
| -2% | -$20.7K | 0.67% | 34 |
|
|
2020
Q4 | $767K | Buy |
+25,399
| New | +$767K | 0.57% | 40 |
|