Davidson Trust Company’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
Q3 | $1.76M | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $940K | Sell |
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|
2023
Q2 | $996K | Sell |
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|
2023
Q1 | $874K | Buy |
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|
2022
Q4 | $730K | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $829K | Hold |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $987K | Sell |
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|
2021
Q2 | $997K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $842K | Sell |
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|
2020
Q3 | $701K | Sell |
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|
2020
Q2 | $779K | Buy |
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|
2020
Q1 | $860K | Sell |
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|
2019
Q4 | $1.62M | Buy |
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