Diversified Trust’s Wells Fargo WFC Stock Holding History

Diversified Trust’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.15M	Sell	26,779 -7,808	-23%	-$626K	0.05%	228
2025 Q1	$2.48M	Buy	34,587 +119	+0.3%	+$8.54K	0.06%	181
2024 Q4	$2.42M	Buy	34,468 +10,133	+42%	+$712K	0.06%	192
2024 Q3	$1.37M	Buy	24,335 +2,294	+10%	+$130K	0.03%	294
2024 Q2	$1.31M	Sell	22,041 -3,281	-13%	-$195K	0.04%	266
2024 Q1	$1.47M	Sell	25,322 -4,675	-16%	-$271K	0.04%	244
2023 Q4	$1.48M	Buy	29,997 +1,066	+4%	+$52.5K	0.05%	213
2023 Q3	$1.18M	Sell	28,931 -3,728	-11%	-$152K	0.04%	222
2023 Q2	$1.39M	Sell	32,659 -1,059	-3%	-$45.2K	0.05%	197
2023 Q1	$1.26M	Sell	33,718 -436	-1%	-$16.3K	0.05%	213
2022 Q4	$1.41M	Buy	34,154 +3,032	+10%	+$125K	0.06%	177
2022 Q3	$1.25M	Sell	31,122 -9,690	-24%	-$390K	0.06%	172
2022 Q2	$1.6M	Sell	40,812 -3,483	-8%	-$136K	0.07%	145
2022 Q1	$2.15M	Buy	44,295 +4,846	+12%	+$235K	0.07%	132
2021 Q4	$1.89M	Buy	39,449 +277	+0.7%	+$13.3K	0.06%	154
2021 Q3	$1.82M	Sell	39,172 -3,394	-8%	-$158K	0.07%	148
2021 Q2	$1.93M	Buy	42,566 +1,979	+5%	+$89.6K	0.07%	138
2021 Q1	$1.59M	Sell	40,587 -266	-0.7%	-$10.4K	0.06%	149
2020 Q4	$1.23M	Sell	40,853 -1,377	-3%	-$41.6K	0.05%	175
2020 Q3	$992K	Buy	42,230 +14,824	+54%	+$348K	0.05%	184
2020 Q2	$701K	Sell	27,406 -2,141	-7%	-$54.8K	0.04%	207
2020 Q1	$848K	Sell	29,547 -5,294	-15%	-$152K	0.05%	148
2019 Q4	$1.88M	Buy	34,841 +18,351	+111%	+$988K	0.08%	99
2019 Q3	$832K	Sell	16,490 -868	-5%	-$43.8K	0.04%	133
2019 Q2	$821K	Sell	17,358 -1,609	-8%	-$76.1K	0.04%	146
2019 Q1	$917K	Sell	18,967 -470	-2%	-$22.7K	0.04%	139
2018 Q4	$896K	Buy	19,437 +2,962	+18%	+$137K	0.05%	131
2018 Q3	$866K	Sell	16,475 -8	-0%	-$421	0.04%	126
2018 Q2	$914K	Buy	16,483 +2,018	+14%	+$112K	0.06%	114
2018 Q1	$758K	Buy	14,465 +17	+0.1%	+$891	0.05%	127
2017 Q4	$877K	Sell	14,448 -93	-0.6%	-$5.65K	0.05%	120
2017 Q3	$802K	Buy	14,541 +237	+2%	+$13.1K	0.06%	123
2017 Q2	$793K	Sell	14,304 -128	-0.9%	-$7.1K	0.06%	127
2017 Q1	$803K	Buy	14,432 +6	+0%	+$334	0.06%	118
2016 Q4	$795K	Buy	14,426 +4,494	+45%	+$248K	0.07%	112
2016 Q3	$440K	Buy	9,932 +2,273	+30%	+$101K	0.05%	175
2016 Q2	$363K	Hold	7,659	–	–	0.04%	284
2016 Q1	$370K	Sell	7,659 -287	-4%	-$13.9K	0.04%	276
2015 Q4	$432K	Buy	7,946 +6	+0.1%	+$326	0.05%	273
2015 Q3	$408K	Buy	7,940 +156	+2%	+$8.02K	0.04%	293
2015 Q2	$437K	Hold	7,784	–	–	0.04%	315
2015 Q1	$424K	Sell	7,784 -903	-10%	-$49.2K	0.04%	348
2014 Q4	$476K	Buy	+8,687	New	+$476K	0.04%	335
2014 Q2	$313K	Buy	+5,959	New	+$313K	0.03%	459