FineMark National Bank & Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Buy |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $3.04M | Buy |
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|
2024
Q1 | $2.88M | Buy |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $679K | Buy |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $658K | Buy |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $544K | Sell |
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|
2020
Q1 | $865K | Buy |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $2.1M | Sell |
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|
2019
Q1 | $2.61M | Sell |
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|
2018
Q4 | $8.3M | Sell |
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|
2018
Q3 | $9.55M | Sell |
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|
2018
Q2 | $17.5M | Buy |
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|
2018
Q1 | $15.9M | Sell |
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|
2017
Q4 | $18.8M | Buy |
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|
2017
Q3 | $17.1M | Buy |
|
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|
2017
Q2 | $10.5M | Buy |
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|
2017
Q1 | $10.4M | Buy |
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|
2016
Q4 | $10.2M | Buy |
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|
2016
Q3 | $8.11M | Buy |
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|
2016
Q2 | $8.59M | Buy |
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|
2016
Q1 | $8.26M | Buy |
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|
2015
Q4 | $8.78M | Buy |
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|
2015
Q3 | $7.52M | Buy |
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|
2015
Q2 | $7.43M | Sell |
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|
2015
Q1 | $8.28M | Buy |
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|
2014
Q4 | $7.17M | Buy |
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|
2014
Q3 | $6.05M | Buy |
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|
2014
Q2 | $5.45M | Buy |
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|
2014
Q1 | $4.41M | Buy |
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|
2013
Q4 | $3.45M | Buy |
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|
2013
Q3 | $2.88M | Buy |
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|
2013
Q2 | $2.07M | Buy |
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