Eastern 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
$1.05M Sell
13,136
-1,356
-9% -$109K 0.02% 186
2025
Q1
$1.04M Sell
14,492
-928
-6% -$66.6K 0.02% 202
2024
Q4
$1.08M Buy
15,420
+1,431
+10% +$101K 0.02% 202
2024
Q3
$790K Buy
+13,989
New +$790K 0.01% 242
2020
Q1
Sell
-4,206
Closed -$226K 199
2019
Q4
$226K Sell
4,206
-2,395
-36% -$129K 0.01% 179
2019
Q3
$333K Sell
6,601
-19
-0.3% -$958 0.02% 152
2019
Q2
$313K Sell
6,620
-341
-5% -$16.1K 0.02% 158
2019
Q1
$336K Sell
6,961
-4,063
-37% -$196K 0.02% 160
2018
Q4
$508K Sell
11,024
-1,756
-14% -$80.9K 0.04% 138
2018
Q3
$672K Sell
12,780
-3,071
-19% -$161K 0.04% 132
2018
Q2
$878K Sell
15,851
-6,689
-30% -$371K 0.06% 126
2018
Q1
$1.18M Sell
22,540
-247,239
-92% -$13M 0.08% 121
2017
Q4
$16.4M Sell
269,779
-46,757
-15% -$2.84M 1.1% 32
2017
Q3
$17.5M Sell
316,536
-1,044
-0.3% -$57.6K 1.24% 23
2017
Q2
$17.6M Sell
317,580
-10,881
-3% -$603K 1.3% 21
2017
Q1
$18.3M Sell
328,461
-11,396
-3% -$634K 1.38% 18
2016
Q4
$18.7M Buy
339,857
+54,264
+19% +$2.99M 1.46% 18
2016
Q3
$12.6M Buy
285,593
+654
+0.2% +$29K 1.02% 39
2016
Q2
$13.5M Buy
284,939
+6,004
+2% +$284K 1.09% 34
2016
Q1
$13.5M Buy
278,935
+67,510
+32% +$3.26M 1.1% 37
2015
Q4
$11.5M Buy
211,425
+161,536
+324% +$8.78M 0.96% 50
2015
Q3
$2.56M Sell
49,889
-339
-0.7% -$17.4K 0.22% 82
2015
Q2
$2.83M Buy
50,228
+1,657
+3% +$93.2K 0.23% 80
2015
Q1
$2.64M Buy
48,571
+143
+0.3% +$7.78K 0.21% 83
2014
Q4
$2.66M Buy
48,428
+41,075
+559% +$2.25M 0.21% 80
2014
Q3
$381K Hold
7,353
0.03% 155
2014
Q2
$386K Sell
7,353
-1,915
-21% -$101K 0.03% 152
2014
Q1
$461K Sell
9,268
-854
-8% -$42.5K 0.04% 139
2013
Q4
$459K Sell
10,122
-12,428
-55% -$564K 0.04% 135
2013
Q3
$932K Buy
22,550
+1,094
+5% +$45.2K 0.09% 111
2013
Q2
$886K Buy
+21,456
New +$886K 0.08% 110