FNBT
FineMark National Bank & Trust’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Buy |
104,387
+53,441
| +105% | +$4.28M | 0.28% | 87 |
|
|
2025
Q1 | $3.66M | Sell |
50,946
-92
| -0.2% | -$6.61K | 0.13% | 126 |
|
|
2024
Q4 | $3.58M | Sell |
51,038
-938
| -2% | -$65.9K | 0.13% | 123 |
|
|
2024
Q3 | $2.94M | Buy |
51,976
+840
| +2% | +$47.5K | 0.1% | 130 |
|
|
2024
Q2 | $3.04M | Buy |
51,136
+1,361
| +3% | +$80.8K | 0.11% | 126 |
|
|
2024
Q1 | $2.88M | Buy |
49,775
+4,344
| +10% | +$252K | 0.11% | 127 |
|
|
2023
Q4 | $2.24M | Buy |
45,431
+32,942
| +264% | +$1.62M | 0.09% | 137 |
|
|
2023
Q3 | $510K | Sell |
12,489
-241
| -2% | -$9.85K | 0.02% | 269 |
|
|
2023
Q2 | $543K | Sell |
12,730
-219
| -2% | -$9.35K | 0.02% | 271 |
|
|
2023
Q1 | $484K | Sell |
12,949
-24
| -0.2% | -$897 | 0.02% | 275 |
|
|
2022
Q4 | $536K | Sell |
12,973
-434
| -3% | -$17.9K | 0.02% | 255 |
|
|
2022
Q3 | $539K | Sell |
13,407
-169
| -1% | -$6.79K | 0.03% | 248 |
|
|
2022
Q2 | $532K | Sell |
13,576
-443
| -3% | -$17.4K | 0.02% | 265 |
|
|
2022
Q1 | $679K | Buy |
14,019
+272
| +2% | +$13.2K | 0.03% | 251 |
|
|
2021
Q4 | $660K | Buy |
13,747
+357
| +3% | +$17.1K | 0.03% | 264 |
|
|
2021
Q3 | $621K | Sell |
13,390
-1,136
| -8% | -$52.7K | 0.03% | 260 |
|
|
2021
Q2 | $658K | Buy |
14,526
+776
| +6% | +$35.2K | 0.03% | 262 |
|
|
2021
Q1 | $537K | Buy |
13,750
+217
| +2% | +$8.48K | 0.02% | 274 |
|
|
2020
Q4 | $408K | Sell |
13,533
-2,350
| -15% | -$70.8K | 0.02% | 286 |
|
|
2020
Q3 | $373K | Sell |
15,883
-5,353
| -25% | -$126K | 0.02% | 276 |
|
|
2020
Q2 | $544K | Sell |
21,236
-8,911
| -30% | -$228K | 0.03% | 230 |
|
|
2020
Q1 | $865K | Buy |
30,147
+554
| +2% | +$15.9K | 0.05% | 171 |
|
|
2019
Q4 | $1.59M | Sell |
29,593
-121
| -0.4% | -$6.51K | 0.08% | 143 |
|
|
2019
Q3 | $1.5M | Sell |
29,714
-14,570
| -33% | -$735K | 0.08% | 144 |
|
|
2019
Q2 | $2.1M | Sell |
44,284
-9,702
| -18% | -$459K | 0.12% | 118 |
|
|
2019
Q1 | $2.61M | Sell |
53,986
-126,047
| -70% | -$6.09M | 0.15% | 104 |
|
|
2018
Q4 | $8.3M | Sell |
180,033
-1,684
| -0.9% | -$77.6K | 0.56% | 42 |
|
|
2018
Q3 | $9.55M | Sell |
181,717
-133,216
| -42% | -$7M | 0.58% | 40 |
|
|
2018
Q2 | $17.5M | Buy |
314,933
+10,870
| +4% | +$603K | 1.06% | 12 |
|
|
2018
Q1 | $15.9M | Sell |
304,063
-5,745
| -2% | -$301K | 1.01% | 13 |
|
|
2017
Q4 | $18.8M | Buy |
309,808
+55
| +0% | +$3.34K | 1.19% | 10 |
|
|
2017
Q3 | $17.1M | Buy |
309,753
+120,410
| +64% | +$6.64M | 1.14% | 9 |
|
|
2017
Q2 | $10.5M | Buy |
189,343
+2,249
| +1% | +$125K | 0.75% | 31 |
|
|
2017
Q1 | $10.4M | Buy |
187,094
+1,566
| +0.8% | +$87.2K | 0.76% | 29 |
|
|
2016
Q4 | $10.2M | Buy |
185,528
+2,419
| +1% | +$133K | 0.82% | 22 |
|
|
2016
Q3 | $8.11M | Buy |
183,109
+1,665
| +0.9% | +$73.7K | 0.87% | 30 |
|
|
2016
Q2 | $8.59M | Buy |
181,444
+10,682
| +6% | +$506K | 0.96% | 27 |
|
|
2016
Q1 | $8.26M | Buy |
170,762
+9,320
| +6% | +$451K | 0.97% | 27 |
|
|
2015
Q4 | $8.78M | Buy |
161,442
+15,048
| +10% | +$818K | 1.05% | 22 |
|
|
2015
Q3 | $7.52M | Buy |
146,394
+14,229
| +11% | +$731K | 1.01% | 18 |
|
|
2015
Q2 | $7.43M | Sell |
132,165
-20,033
| -13% | -$1.13M | 0.97% | 19 |
|
|
2015
Q1 | $8.28M | Buy |
152,198
+21,357
| +16% | +$1.16M | 1.13% | 13 |
|
|
2014
Q4 | $7.17M | Buy |
130,841
+14,130
| +12% | +$775K | 1.06% | 16 |
|
|
2014
Q3 | $6.05M | Buy |
116,711
+12,959
| +12% | +$672K | 0.97% | 19 |
|
|
2014
Q2 | $5.45M | Buy |
103,752
+15,190
| +17% | +$798K | 0.92% | 22 |
|
|
2014
Q1 | $4.41M | Buy |
88,562
+12,633
| +17% | +$628K | 0.82% | 26 |
|
|
2013
Q4 | $3.45M | Buy |
75,929
+6,151
| +9% | +$279K | 0.71% | 32 |
|
|
2013
Q3 | $2.88M | Buy |
69,778
+19,630
| +39% | +$811K | 0.71% | 29 |
|
|
2013
Q2 | $2.07M | Buy |
+50,148
| New | +$2.07M | 0.62% | 39 |
|