Fiduciary 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 | $3.95M | Buy |
49,354
+625
| +1% | +$50.1K | 0.05% | 198 |
|
|
2025
Q1 | $3.5M | Buy |
48,729
+1,118
| +2% | +$80.3K | 0.05% | 206 |
|
|
2024
Q4 | $3.34M | Buy |
47,611
+1,704
| +4% | +$120K | 0.04% | 205 |
|
|
2024
Q3 | $2.59M | Buy |
45,907
+397
| +0.9% | +$22.4K | 0.04% | 233 |
|
|
2024
Q2 | $2.7M | Sell |
45,510
-558
| -1% | -$33.1K | 0.04% | 213 |
|
|
2024
Q1 | $2.67M | Buy |
46,068
+702
| +2% | +$40.7K | 0.04% | 216 |
|
|
2023
Q4 | $2.23M | Sell |
45,366
-2,597
| -5% | -$128K | 0.04% | 229 |
|
|
2023
Q3 | $1.96M | Sell |
47,963
-5,122
| -10% | -$209K | 0.04% | 236 |
|
|
2023
Q2 | $2.27M | Sell |
53,085
-19,271
| -27% | -$822K | 0.04% | 227 |
|
|
2023
Q1 | $2.7M | Sell |
72,356
-10,621
| -13% | -$397K | 0.05% | 206 |
|
|
2022
Q4 | $3.43M | Sell |
82,977
-1,216
| -1% | -$50.2K | 0.07% | 181 |
|
|
2022
Q3 | $3.39M | Sell |
84,193
-3,084
| -4% | -$124K | 0.07% | 175 |
|
|
2022
Q2 | $3.42M | Sell |
87,277
-4,552
| -5% | -$178K | 0.07% | 180 |
|
|
2022
Q1 | $4.45M | Sell |
91,829
-3,160
| -3% | -$153K | 0.08% | 171 |
|
|
2021
Q4 | $4.56M | Sell |
94,989
-2,589
| -3% | -$124K | 0.07% | 173 |
|
|
2021
Q3 | $4.53M | Sell |
97,578
-1,443
| -1% | -$67K | 0.08% | 174 |
|
|
2021
Q2 | $4.48M | Sell |
99,021
-23,223
| -19% | -$1.05M | 0.09% | 174 |
|
|
2021
Q1 | $4.78M | Sell |
122,244
-3,452
| -3% | -$135K | 0.1% | 163 |
|
|
2020
Q4 | $3.79M | Sell |
125,696
-16,304
| -11% | -$492K | 0.08% | 172 |
|
|
2020
Q3 | $3.34M | Sell |
142,000
-45,932
| -24% | -$1.08M | 0.08% | 165 |
|
|
2020
Q2 | $4.81M | Sell |
187,932
-65,825
| -26% | -$1.69M | 0.12% | 137 |
|
|
2020
Q1 | $7.28M | Sell |
253,757
-17,207
| -6% | -$494K | 0.21% | 93 |
|
|
2019
Q4 | $14.6M | Sell |
270,964
-27,805
| -9% | -$1.5M | 0.34% | 65 |
|
|
2019
Q3 | $15.1M | Sell |
298,769
-3,646
| -1% | -$184K | 0.38% | 58 |
|
|
2019
Q2 | $14.3M | Sell |
302,415
-6,632
| -2% | -$314K | 0.38% | 60 |
|
|
2019
Q1 | $14.9M | Sell |
309,047
-20,705
| -6% | -$1M | 0.4% | 58 |
|
|
2018
Q4 | $15.2M | Sell |
329,752
-5,990
| -2% | -$276K | 0.47% | 56 |
|
|
2018
Q3 | $17.6M | Sell |
335,742
-11,122
| -3% | -$585K | 0.5% | 53 |
|
|
2018
Q2 | $19.2M | Sell |
346,864
-14,610
| -4% | -$810K | 0.58% | 47 |
|
|
2018
Q1 | $18.9M | Sell |
361,474
-6,301
| -2% | -$330K | 0.59% | 50 |
|
|
2017
Q4 | $22.3M | Sell |
367,775
-31,720
| -8% | -$1.92M | 0.66% | 45 |
|
|
2017
Q3 | $22M | Sell |
399,495
-19,971
| -5% | -$1.1M | 0.68% | 44 |
|
|
2017
Q2 | $23.2M | Sell |
419,466
-25,134
| -6% | -$1.39M | 0.71% | 43 |
|
|
2017
Q1 | $24.7M | Sell |
444,600
-33,594
| -7% | -$1.87M | 0.76% | 35 |
|
|
2016
Q4 | $26.4M | Sell |
478,194
-11,664
| -2% | -$643K | 0.85% | 26 |
|
|
2016
Q3 | $21.7M | Sell |
489,858
-30,064
| -6% | -$1.33M | 0.74% | 36 |
|
|
2016
Q2 | $24.6M | Sell |
519,922
-7,020
| -1% | -$332K | 0.86% | 27 |
|
|
2016
Q1 | $25.5M | Buy |
526,942
+34,888
| +7% | +$1.69M | 0.9% | 26 |
|
|
2015
Q4 | $26.7M | Sell |
492,054
-9,673
| -2% | -$526K | 1.13% | 23 |
|
|
2015
Q3 | $25.8M | Sell |
501,727
-12,215
| -2% | -$627K | 1.16% | 24 |
|
|
2015
Q2 | $28.9M | Sell |
513,942
-3,410
| -0.7% | -$192K | 1.2% | 21 |
|
|
2015
Q1 | $28.1M | Sell |
517,352
-2,764
| -0.5% | -$150K | 1.17% | 21 |
|
|
2014
Q4 | $28.5M | Sell |
520,116
-2,368
| -0.5% | -$130K | 1.2% | 22 |
|
|
2014
Q3 | $27.1M | Sell |
522,484
-5,450
| -1% | -$283K | 1.2% | 22 |
|
|
2014
Q2 | $27.7M | Buy |
527,934
+13,703
| +3% | +$720K | 1.19% | 21 |
|
|
2014
Q1 | $25.6M | Buy |
514,231
+6,003
| +1% | +$299K | 1.13% | 23 |
|
|
2013
Q4 | $23.1M | Buy |
508,228
+11,584
| +2% | +$526K | 1.02% | 26 |
|
|
2013
Q3 | $20.5M | Buy |
496,644
+27,864
| +6% | +$1.15M | 0.95% | 30 |
|
|
2013
Q2 | $19.3M | Buy |
+468,780
| New | +$19.3M | 0.9% | 32 |
|