Dorsey & Whitney 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 | $11M | Sell |
137,208
-477
| -0.3% | -$38.2K | 0.58% | 37 |
|
|
2025
Q1 | $9.88M | Buy |
137,685
+8,130
| +6% | +$584K | 0.57% | 38 |
|
|
2024
Q4 | $9.1M | Sell |
129,555
-8,010
| -6% | -$563K | 0.5% | 41 |
|
|
2024
Q3 | $7.77M | Sell |
137,565
-3,806
| -3% | -$215K | 0.41% | 48 |
|
|
2024
Q2 | $8.4M | Sell |
141,371
-4,349
| -3% | -$258K | 0.58% | 36 |
|
|
2024
Q1 | $8.45M | Sell |
145,720
-3,554
| -2% | -$206K | 0.58% | 39 |
|
|
2023
Q4 | $7.35M | Sell |
149,274
-6,434
| -4% | -$317K | 0.56% | 40 |
|
|
2023
Q3 | $6.36M | Sell |
155,708
-275
| -0.2% | -$11.2K | 0.55% | 40 |
|
|
2023
Q2 | $6.66M | Sell |
155,983
-2,954
| -2% | -$126K | 0.55% | 42 |
|
|
2023
Q1 | $5.94M | Buy |
158,937
+817
| +0.5% | +$30.5K | 0.54% | 46 |
|
|
2022
Q4 | $6.53M | Buy |
158,120
+17
| +0% | +$702 | 0.64% | 41 |
|
|
2022
Q3 | $6.36M | Sell |
158,103
-3,142
| -2% | -$126K | 0.66% | 41 |
|
|
2022
Q2 | $6.32M | Buy |
161,245
+1,780
| +1% | +$69.7K | 0.64% | 40 |
|
|
2022
Q1 | $7.73M | Sell |
159,465
-2,695
| -2% | -$131K | 0.68% | 38 |
|
|
2021
Q4 | $7.78M | Sell |
162,160
-4,054
| -2% | -$195K | 0.65% | 45 |
|
|
2021
Q3 | $7.71M | Buy |
166,214
+90
| +0.1% | +$4.18K | 0.71% | 36 |
|
|
2021
Q2 | $7.53M | Sell |
166,124
-11,433
| -6% | -$518K | 0.72% | 38 |
|
|
2021
Q1 | $6.94M | Buy |
177,557
+5,099
| +3% | +$199K | 0.69% | 39 |
|
|
2020
Q4 | $5.2M | Buy |
172,458
+28,857
| +20% | +$871K | 0.6% | 41 |
|
|
2020
Q3 | $3.38M | Buy |
143,601
+32,096
| +29% | +$755K | 0.45% | 52 |
|
|
2020
Q2 | $2.86M | Buy |
111,505
+11,435
| +11% | +$293K | 0.4% | 60 |
|
|
2020
Q1 | $2.87M | Sell |
100,070
-1,299
| -1% | -$37.3K | 0.48% | 56 |
|
|
2019
Q4 | $5.45M | Sell |
101,369
-4,979
| -5% | -$268K | 0.73% | 41 |
|
|
2019
Q3 | $5.37M | Buy |
106,348
+7,806
| +8% | +$394K | 0.79% | 33 |
|
|
2019
Q2 | $4.66M | Sell |
98,542
-1,156
| -1% | -$54.7K | 0.72% | 41 |
|
|
2019
Q1 | $4.82M | Sell |
99,698
-1,560
| -2% | -$75.4K | 0.75% | 41 |
|
|
2018
Q4 | $4.67M | Sell |
101,258
-7,241
| -7% | -$334K | 0.82% | 35 |
|
|
2018
Q3 | $5.7M | Sell |
108,499
-1,315
| -1% | -$69.1K | 0.88% | 33 |
|
|
2018
Q2 | $6.09M | Sell |
109,814
-4,428
| -4% | -$245K | 1.06% | 24 |
|
|
2018
Q1 | $5.99M | Sell |
114,242
-12,675
| -10% | -$664K | 1.1% | 28 |
|
|
2017
Q4 | $7.7M | Sell |
126,917
-6,947
| -5% | -$421K | 1.42% | 17 |
|
|
2017
Q3 | $7.38M | Sell |
133,864
-6,643
| -5% | -$366K | 1.47% | 16 |
|
|
2017
Q2 | $7.79M | Sell |
140,507
-5,743
| -4% | -$318K | 1.55% | 12 |
|
|
2017
Q1 | $8.14M | Buy |
146,250
+6,439
| +5% | +$358K | 1.66% | 11 |
|
|
2016
Q4 | $7.71M | Sell |
139,811
-5,388
| -4% | -$297K | 1.75% | 12 |
|
|
2016
Q3 | $6.43M | Buy |
145,199
+1,471
| +1% | +$65.1K | 1.47% | 21 |
|
|
2016
Q2 | $6.8M | Buy |
143,728
+7,196
| +5% | +$341K | 1.56% | 18 |
|
|
2016
Q1 | $6.6M | Buy |
136,532
+3,129
| +2% | +$151K | 1.66% | 19 |
|
|
2015
Q4 | $7.25M | Buy |
133,403
+2,592
| +2% | +$141K | 1.91% | 12 |
|
|
2015
Q3 | $6.72M | Sell |
130,811
-1,775
| -1% | -$91.2K | 1.89% | 11 |
|
|
2015
Q2 | $7.46M | Buy |
132,586
+1,757
| +1% | +$98.8K | 1.91% | 12 |
|
|
2015
Q1 | $7.12M | Sell |
130,829
-5,220
| -4% | -$284K | 1.8% | 12 |
|
|
2014
Q4 | $7.46M | Buy |
136,049
+747
| +0.6% | +$41K | 1.92% | 11 |
|
|
2014
Q3 | $7.02M | Sell |
135,302
-4,848
| -3% | -$251K | 1.9% | 12 |
|
|
2014
Q2 | $7.37M | Buy |
140,150
+512
| +0.4% | +$26.9K | 1.6% | 12 |
|
|
2014
Q1 | $6.94M | Sell |
139,638
-12,607
| -8% | -$627K | 1.59% | 11 |
|
|
2013
Q4 | $6.91M | Sell |
152,245
-3,312
| -2% | -$150K | 1.88% | 12 |
|
|
2013
Q3 | $6.43M | Sell |
155,557
-11,487
| -7% | -$475K | 1.92% | 15 |
|
|
2013
Q2 | $6.9M | Buy |
+167,044
| New | +$6.9M | 2.29% | 9 |
|