Country Trust Bank’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 | $85.6K | Buy |
1,068
+200
| +23% | +$16K | ﹤0.01% | 172 |
|
2025
Q1 | $62.3K | Buy |
868
+90
| +12% | +$6.46K | ﹤0.01% | 168 |
|
2024
Q4 | $54.6K | Hold |
778
| – | – | ﹤0.01% | 172 |
|
2024
Q3 | $43.9K | Sell |
778
-112
| -13% | -$6.33K | ﹤0.01% | 176 |
|
2024
Q2 | $52.9K | Hold |
890
| – | – | ﹤0.01% | 164 |
|
2024
Q1 | $51.6K | Buy |
890
+112
| +14% | +$6.49K | ﹤0.01% | 170 |
|
2023
Q4 | $38.3K | Hold |
778
| – | – | ﹤0.01% | 176 |
|
2023
Q3 | $31.8K | Hold |
778
| – | – | ﹤0.01% | 188 |
|
2023
Q2 | $33.2K | Hold |
778
| – | – | ﹤0.01% | 187 |
|
2023
Q1 | $29.1K | Hold |
778
| – | – | ﹤0.01% | 188 |
|
2022
Q4 | $32.1K | Sell |
778
-875
| -53% | -$36.1K | ﹤0.01% | 195 |
|
2022
Q3 | $66K | Hold |
1,653
| – | – | ﹤0.01% | 165 |
|
2022
Q2 | $65K | Hold |
1,653
| – | – | ﹤0.01% | 172 |
|
2022
Q1 | $80K | Sell |
1,653
-146
| -8% | -$7.07K | ﹤0.01% | 173 |
|
2021
Q4 | $86K | Buy |
1,799
+146
| +9% | +$6.98K | ﹤0.01% | 180 |
|
2021
Q3 | $77K | Hold |
1,653
| – | – | ﹤0.01% | 182 |
|
2021
Q2 | $75K | Hold |
1,653
| – | – | ﹤0.01% | 171 |
|
2021
Q1 | $65K | Hold |
1,653
| – | – | ﹤0.01% | 186 |
|
2020
Q4 | $50K | Hold |
1,653
| – | – | ﹤0.01% | 181 |
|
2020
Q3 | $39K | Hold |
1,653
| – | – | ﹤0.01% | 180 |
|
2020
Q2 | $42K | Sell |
1,653
-67
| -4% | -$1.7K | ﹤0.01% | 157 |
|
2020
Q1 | $49K | Sell |
1,720
-623,372
| -100% | -$17.8M | ﹤0.01% | 148 |
|
2019
Q4 | $33.6M | Sell |
625,092
-10,578
| -2% | -$569K | 1.32% | 24 |
|
2019
Q3 | $32.1M | Sell |
635,670
-633,413
| -50% | -$31.9M | 1.39% | 23 |
|
2019
Q2 | $60.7M | Buy |
1,269,083
+635,532
| +100% | +$30.4M | 2.64% | 10 |
|
2019
Q1 | $30.6M | Buy |
633,551
+74,686
| +13% | +$3.61M | 1.36% | 24 |
|
2018
Q4 | $25.8M | Sell |
558,865
-12,079
| -2% | -$557K | 1.28% | 31 |
|
2018
Q3 | $30M | Sell |
570,944
-174,952
| -23% | -$9.2M | 1.39% | 22 |
|
2018
Q2 | $41.4M | Buy |
745,896
+77,669
| +12% | +$4.31M | 1.78% | 16 |
|
2018
Q1 | $35M | Sell |
668,227
-113,554
| -15% | -$5.95M | 1.67% | 19 |
|
2017
Q4 | $47.4M | Sell |
781,781
-9,936
| -1% | -$603K | 2.04% | 11 |
|
2017
Q3 | $43.7M | Buy |
791,717
+26,553
| +3% | +$1.46M | 1.98% | 11 |
|
2017
Q2 | $42.4M | Buy |
765,164
+1,481
| +0.2% | +$82.1K | 2.03% | 12 |
|
2017
Q1 | $42.5M | Sell |
763,683
-7,121
| -0.9% | -$396K | 2.12% | 8 |
|
2016
Q4 | $42.5M | Sell |
770,804
-5,693
| -0.7% | -$314K | 2.16% | 5 |
|
2016
Q3 | $34.4M | Buy |
776,497
+496
| +0.1% | +$22K | 1.78% | 16 |
|
2016
Q2 | $36.7M | Buy |
776,001
+3,412
| +0.4% | +$161K | 1.98% | 8 |
|
2016
Q1 | $37.4M | Buy |
772,589
+5,795
| +0.8% | +$280K | 2% | 8 |
|
2015
Q4 | $41.7M | Sell |
766,794
-19,549
| -2% | -$1.06M | 2.28% | 4 |
|
2015
Q3 | $40.4M | Buy |
786,343
+5,702
| +0.7% | +$293K | 2.21% | 5 |
|
2015
Q2 | $43.9M | Sell |
780,641
-54,718
| -7% | -$3.08M | 2.2% | 5 |
|
2015
Q1 | $45.4M | Buy |
835,359
+21,793
| +3% | +$1.19M | 2.28% | 5 |
|
2014
Q4 | $44.6M | Buy |
813,566
+1,830
| +0.2% | +$100K | 2.23% | 4 |
|
2014
Q3 | $42.1M | Buy |
811,736
+3,461
| +0.4% | +$180K | 2.16% | 6 |
|
2014
Q2 | $42.5M | Buy |
+808,275
| New | +$42.5M | 2.13% | 7 |
|