EFS
Essex Financial Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
18,358
+277
| +2% | +$22.2K | 0.1% | 192 |
|
|
2025
Q1 | $1.3M | Sell |
18,081
-786
| -4% | -$56.4K | 0.09% | 196 |
|
|
2024
Q4 | $1.33M | Sell |
18,867
-68
| -0.4% | -$4.78K | 0.09% | 187 |
|
|
2024
Q3 | $1.23M | Sell |
18,935
-4,725
| -20% | -$306K | 0.09% | 198 |
|
|
2024
Q2 | $1.25M | Buy |
23,660
+3,270
| +16% | +$173K | 0.09% | 198 |
|
|
2024
Q1 | $1.18M | Buy |
20,390
+1,771
| +10% | +$103K | 0.11% | 182 |
|
|
2023
Q4 | $916K | Sell |
18,619
-7,655
| -29% | -$377K | 0.09% | 207 |
|
|
2023
Q3 | $1.07M | Buy |
26,274
+8,480
| +48% | +$346K | 0.12% | 168 |
|
|
2023
Q2 | $759K | Buy |
17,794
+166
| +0.9% | +$7.09K | 0.09% | 217 |
|
|
2023
Q1 | $659K | Sell |
17,628
-39
| -0.2% | -$1.46K | 0.07% | 244 |
|
|
2022
Q4 | $729K | Sell |
17,667
-428
| -2% | -$17.7K | 0.08% | 221 |
|
|
2022
Q3 | $728K | Buy |
18,095
+2
| +0% | +$80 | 0.09% | 202 |
|
|
2022
Q2 | $709K | Sell |
18,093
-769
| -4% | -$30.1K | 0.08% | 224 |
|
|
2022
Q1 | $914K | Buy |
18,862
+1,130
| +6% | +$54.8K | 0.09% | 211 |
|
|
2021
Q4 | $851K | Buy |
17,732
+171
| +1% | +$8.21K | 0.08% | 217 |
|
|
2021
Q3 | $815K | Buy |
17,561
+172
| +1% | +$7.98K | 0.09% | 207 |
|
|
2021
Q2 | $679K | Hold |
17,389
| – | – | 0.1% | 199 |
|
|
2021
Q1 | $679K | Buy |
17,389
+866
| +5% | +$33.8K | 0.12% | 167 |
|
|
2020
Q4 | $499K | Buy |
16,523
+120
| +0.7% | +$3.62K | 0.1% | 187 |
|
|
2020
Q3 | $386K | Sell |
16,403
-616
| -4% | -$14.5K | 0.09% | 190 |
|
|
2020
Q2 | $436K | Sell |
17,019
-2,764
| -14% | -$70.8K | 0.13% | 146 |
|
|
2020
Q1 | $568K | Sell |
19,783
-24,003
| -55% | -$689K | 0.2% | 113 |
|
|
2019
Q4 | $2.36M | Sell |
43,786
-5,226
| -11% | -$281K | 0.65% | 44 |
|
|
2019
Q3 | $2.47M | Sell |
49,012
-8,386
| -15% | -$423K | 0.8% | 35 |
|
|
2019
Q2 | $2.72M | Sell |
57,398
-2,422
| -4% | -$115K | 0.8% | 31 |
|
|
2019
Q1 | $2.89M | Sell |
59,820
-6,471
| -10% | -$313K | 0.87% | 29 |
|
|
2018
Q4 | $3.06M | Sell |
66,291
-5,351
| -7% | -$247K | 0.94% | 26 |
|
|
2018
Q3 | $3.77M | Buy |
71,642
+604
| +0.9% | +$31.8K | 0.83% | 32 |
|
|
2018
Q2 | $3.94M | Buy |
71,038
+2,708
| +4% | +$150K | 0.95% | 29 |
|
|
2018
Q1 | $3.58M | Sell |
68,330
-2,229
| -3% | -$117K | 0.7% | 39 |
|
|
2017
Q4 | $4.28M | Sell |
70,559
-4,330
| -6% | -$263K | 1.02% | 28 |
|
|
2017
Q3 | $4.13M | Buy |
74,889
+6,415
| +9% | +$354K | 1.01% | 25 |
|
|
2017
Q2 | $3.79M | Buy |
68,474
+364
| +0.5% | +$20.2K | 0.8% | 31 |
|
|
2017
Q1 | $3.79M | Sell |
68,110
-5,348
| -7% | -$298K | 0.87% | 30 |
|
|
2016
Q4 | $4.05M | Sell |
73,458
-2,867
| -4% | -$158K | 0.87% | 30 |
|
|
2016
Q3 | $3.38M | Sell |
76,325
-6,922
| -8% | -$307K | 0.8% | 29 |
|
|
2016
Q2 | $3.94M | Sell |
83,247
-999
| -1% | -$47.3K | 0.95% | 25 |
|
|
2016
Q1 | $4.07M | Sell |
84,246
-916
| -1% | -$44.3K | 1.01% | 22 |
|
|
2015
Q4 | $4.63M | Sell |
85,162
-335
| -0.4% | -$18.2K | 1.11% | 17 |
|
|
2015
Q3 | $4.39M | Buy |
85,497
+2,072
| +2% | +$106K | 1.14% | 17 |
|
|
2015
Q2 | $4.69M | Buy |
83,425
+1,864
| +2% | +$105K | 1.21% | 12 |
|
|
2015
Q1 | $4.44M | Buy |
81,561
+419
| +0.5% | +$22.8K | 1.14% | 16 |
|
|
2014
Q4 | $4.45M | Buy |
81,142
+9,125
| +13% | +$500K | 1.16% | 15 |
|
|
2014
Q3 | $3.74M | Sell |
72,017
-2,757
| -4% | -$143K | 1.12% | 16 |
|
|
2014
Q2 | $3.93M | Buy |
74,774
+2,194
| +3% | +$115K | 1.18% | 16 |
|
|
2014
Q1 | $3.61M | Buy |
72,580
+5,561
| +8% | +$277K | 1.18% | 15 |
|
|
2013
Q4 | $3.04M | Buy |
67,019
+4,323
| +7% | +$196K | 1.03% | 18 |
|
|
2013
Q3 | $2.59K | Sell |
62,696
-3,060
| -5% | -$126 | 0.81% | 27 |
|
|
2013
Q2 | $2.71M | Buy |
+65,756
| New | +$2.71M | 0.95% | 25 |
|