First Western Trust 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 | $370K | Sell |
4,622
-19
| -0.4% | -$1.52K | 0.02% | 142 |
|
|
2025
Q1 | $333K | Sell |
4,641
-136
| -3% | -$9.76K | 0.02% | 144 |
|
|
2024
Q4 | $336K | Buy |
4,777
+117
| +3% | +$8.22K | 0.02% | 153 |
|
|
2024
Q3 | $263K | Buy |
4,660
+70
| +2% | +$3.95K | 0.01% | 174 |
|
|
2024
Q2 | $273K | Buy |
4,590
+237
| +5% | +$14.1K | 0.01% | 155 |
|
|
2024
Q1 | $252K | Sell |
4,353
-72
| -2% | -$4.17K | 0.01% | 177 |
|
|
2023
Q4 | $218K | Buy |
+4,425
| New | +$218K | 0.01% | 188 |
|
|
2023
Q1 | – | Sell |
-5,091
| Closed | -$210K | – | 189 |
|
|
2022
Q4 | $210K | Buy |
+5,091
| New | +$210K | 0.01% | 176 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 198 |
|
|
2022
Q2 | – | Sell |
-4,356
| Closed | -$218K | – | 197 |
|
|
2022
Q1 | $218K | Buy |
+4,356
| New | +$218K | 0.01% | 180 |
|