ESB
Essex Savings Bank’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
17,632
-18
| -0.1% | -$1.44K | 0.34% | 69 |
|
|
2025
Q1 | $1.27M | Sell |
17,650
-180
| -1% | -$12.9K | 0.31% | 73 |
|
|
2024
Q4 | $1.25M | Sell |
17,830
-844
| -5% | -$59.3K | 0.31% | 75 |
|
|
2024
Q3 | $1.05M | Sell |
18,674
-20
| -0.1% | -$1.13K | 0.26% | 87 |
|
|
2024
Q2 | $1.11M | Sell |
18,694
-141
| -0.7% | -$8.37K | 0.3% | 83 |
|
|
2024
Q1 | $927K | Hold |
18,835
| – | – | 0.27% | 93 |
|
|
2023
Q4 | $927K | Buy |
18,835
+1,475
| +8% | +$72.6K | 0.27% | 93 |
|
|
2023
Q3 | $709K | Buy |
17,360
+319
| +2% | +$13K | 0.24% | 92 |
|
|
2023
Q2 | $727K | Buy |
17,041
+61
| +0.4% | +$2.6K | 0.24% | 89 |
|
|
2023
Q1 | $635K | Buy |
16,980
+2,959
| +21% | +$111K | 0.22% | 97 |
|
|
2022
Q4 | $579K | Sell |
14,021
-188
| -1% | -$7.76K | 0.2% | 99 |
|
|
2022
Q3 | $572K | Hold |
14,209
| – | – | 0.23% | 96 |
|
|
2022
Q2 | $556K | Buy |
14,209
+179
| +1% | +$7K | 0.21% | 99 |
|
|
2022
Q1 | $679K | Sell |
14,030
-3,561
| -20% | -$172K | 0.22% | 99 |
|
|
2021
Q4 | $844K | Sell |
17,591
-210
| -1% | -$10.1K | 0.29% | 86 |
|
|
2021
Q3 | $813K | Sell |
17,801
-292
| -2% | -$13.3K | 0.3% | 89 |
|
|
2021
Q2 | $845K | Sell |
18,093
-988
| -5% | -$46.1K | 0.33% | 82 |
|
|
2021
Q1 | $690K | Sell |
19,081
-497
| -3% | -$18K | 0.3% | 86 |
|
|
2020
Q4 | $591K | Sell |
19,578
-3,459
| -15% | -$104K | 0.26% | 95 |
|
|
2020
Q3 | $541K | Buy |
23,037
+3,000
| +15% | +$70.5K | 0.27% | 93 |
|
|
2020
Q2 | $513K | Sell |
20,037
-739
| -4% | -$18.9K | 0.3% | 83 |
|
|
2020
Q1 | $596K | Sell |
20,776
-12,617
| -38% | -$362K | 0.42% | 67 |
|
|
2019
Q4 | $1.8M | Buy |
33,393
+60
| +0.2% | +$3.23K | 0.92% | 24 |
|
|
2019
Q3 | $1.68M | Sell |
33,333
-8,522
| -20% | -$430K | 0.89% | 26 |
|
|
2019
Q2 | $1.98M | Buy |
41,855
+12,877
| +44% | +$609K | 0.7% | 31 |
|
|
2019
Q1 | $1.4M | Sell |
28,978
-2,579
| -8% | -$125K | 0.8% | 25 |
|
|
2018
Q4 | $1.45M | Buy |
+31,557
| New | +$1.45M | 0.91% | 20 |
|