First United Bank & 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 | $136K | Hold |
1,695
| – | – | 0.05% | 164 |
|
|
2025
Q1 | $122K | Sell |
1,695
-25
| -1% | -$1.8K | 0.05% | 169 |
|
|
2024
Q4 | $121K | Sell |
1,720
-500
| -23% | -$35.1K | 0.04% | 165 |
|
|
2024
Q3 | $125K | Sell |
2,220
-264
| -11% | -$14.9K | 0.05% | 165 |
|
|
2024
Q2 | $148K | Hold |
2,484
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $144K | Sell |
2,484
-50
| -2% | -$2.9K | 0.05% | 167 |
|
|
2023
Q4 | $125K | Buy |
+2,534
| New | +$125K | 0.05% | 170 |
|
|
2017
Q2 | – | Sell |
-14,932
| Closed | -$831K | – | 113 |
|
|
2017
Q1 | $831K | Sell |
14,932
-2,216
| -13% | -$123K | 0.58% | 61 |
|
|
2016
Q4 | $945K | Sell |
17,148
-1,507
| -8% | -$83K | 0.71% | 50 |
|
|
2016
Q3 | $826K | Buy |
18,655
+1,670
| +10% | +$73.9K | 0.68% | 53 |
|
|
2016
Q2 | $804K | Buy |
+16,985
| New | +$804K | 0.7% | 52 |
|