First American Bank’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 | $354K | Hold |
4,422
| – | – | 0.02% | 152 |
|
2025
Q1 | $317K | Buy |
4,422
+187
| +4% | +$13.4K | 0.02% | 148 |
|
2024
Q4 | $297K | Sell |
4,235
-716
| -14% | -$50.3K | 0.02% | 152 |
|
2024
Q3 | $280K | Buy |
4,951
+696
| +16% | +$39.3K | 0.02% | 151 |
|
2024
Q2 | $253K | Hold |
4,255
| – | – | 0.02% | 156 |
|
2024
Q1 | $247K | Hold |
4,255
| – | – | 0.02% | 159 |
|
2023
Q4 | $209K | Buy |
+4,255
| New | +$209K | 0.02% | 162 |
|
2022
Q2 | – | Sell |
-4,235
| Closed | -$205K | – | 168 |
|
2022
Q1 | $205K | Buy |
+4,235
| New | +$205K | 0.02% | 162 |
|
2020
Q2 | – | Sell |
-7,004
| Closed | -$201K | – | 317 |
|
2020
Q1 | $201K | Sell |
7,004
-335
| -5% | -$9.61K | 0.02% | 302 |
|
2019
Q4 | $395K | Buy |
+7,339
| New | +$395K | 0.02% | 263 |
|
2019
Q2 | $409K | Sell |
8,637
-119
| -1% | -$5.64K | 0.03% | 256 |
|
2019
Q1 | $423K | Buy |
8,756
+62
| +0.7% | +$3K | 0.03% | 250 |
|
2018
Q4 | $401K | Sell |
8,694
-1,179
| -12% | -$54.4K | 0.03% | 245 |
|
2018
Q3 | $519K | Buy |
+9,873
| New | +$519K | 0.04% | 236 |
|
2018
Q1 | $543K | Buy |
10,357
+317
| +3% | +$16.6K | 0.04% | 217 |
|
2017
Q4 | $609K | Buy |
10,040
+121
| +1% | +$7.34K | 0.05% | 214 |
|
2017
Q3 | $547K | Buy |
9,919
+107
| +1% | +$5.9K | 0.04% | 232 |
|
2017
Q2 | $544K | Sell |
9,812
-1,869
| -16% | -$104K | 0.04% | 219 |
|
2017
Q1 | $650K | Sell |
11,681
-1,547
| -12% | -$86.1K | 0.05% | 200 |
|
2016
Q4 | $729K | Sell |
13,228
-3,358
| -20% | -$185K | 0.06% | 199 |
|
2016
Q3 | $734K | Sell |
16,586
-80,348
| -83% | -$3.56M | 0.07% | 187 |
|
2016
Q2 | $4.59M | Sell |
96,934
-14,952
| -13% | -$708K | 0.44% | 51 |
|
2016
Q1 | $5.41M | Sell |
111,886
-6,892
| -6% | -$333K | 0.54% | 40 |
|
2015
Q4 | $6.46M | Sell |
118,778
-815
| -0.7% | -$44.3K | 0.66% | 42 |
|
2015
Q3 | $6.14M | Sell |
119,593
-51,549
| -30% | -$2.65M | 0.67% | 40 |
|
2015
Q2 | $9.63M | Buy |
171,142
+4,481
| +3% | +$252K | 0.95% | 34 |
|
2015
Q1 | $9.07M | Buy |
166,661
+1,398
| +0.8% | +$76K | 0.89% | 35 |
|
2014
Q4 | $9.06M | Buy |
165,263
+3,926
| +2% | +$215K | 0.96% | 35 |
|
2014
Q3 | $8.37M | Buy |
161,337
+2,215
| +1% | +$115K | 0.91% | 37 |
|
2014
Q2 | $8.36M | Sell |
159,122
-2,665
| -2% | -$140K | 0.9% | 38 |
|
2014
Q1 | $8.05M | Buy |
161,787
+2,316
| +1% | +$115K | 0.89% | 40 |
|
2013
Q4 | $7.24M | Sell |
159,471
-28,740
| -15% | -$1.3M | 0.83% | 39 |
|
2013
Q3 | $7.78M | Sell |
188,211
-602
| -0.3% | -$24.9K | 0.96% | 29 |
|
2013
Q2 | $7.79M | Buy |
+188,813
| New | +$7.79M | 1.08% | 28 |
|