Glenview 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 | $27.4M | Buy |
341,767
+6,553
| +2% | +$525K | 0.47% | 47 |
|
|
2025
Q1 | $24.1M | Buy |
335,214
+11,257
| +3% | +$808K | 0.47% | 49 |
|
|
2024
Q4 | $22.8M | Sell |
323,957
-4,735
| -1% | -$333K | 0.43% | 55 |
|
|
2024
Q3 | $18.6M | Buy |
328,692
+9,744
| +3% | +$550K | 0.36% | 69 |
|
|
2024
Q2 | $18.9M | Buy |
318,948
+16,957
| +6% | +$1.01M | 0.38% | 67 |
|
|
2024
Q1 | $17.5M | Buy |
301,991
+43,002
| +17% | +$2.49M | 0.38% | 71 |
|
|
2023
Q4 | $12.7M | Buy |
258,989
+4,321
| +2% | +$213K | 0.31% | 80 |
|
|
2023
Q3 | $10.4M | Buy |
254,668
+2,485
| +1% | +$102K | 0.29% | 83 |
|
|
2023
Q2 | $10.8M | Buy |
252,183
+8,841
| +4% | +$377K | 0.29% | 83 |
|
|
2023
Q1 | $9.1M | Buy |
243,342
+19,473
| +9% | +$728K | 0.27% | 89 |
|
|
2022
Q4 | $9.24M | Buy |
223,869
+25,665
| +13% | +$1.06M | 0.31% | 84 |
|
|
2022
Q3 | $7.97M | Buy |
198,204
+188,646
| +1,974% | +$7.59M | 0.3% | 83 |
|
|
2022
Q2 | $375K | Sell |
9,558
-9,122
| -49% | -$358K | 0.01% | 324 |
|
|
2022
Q1 | $905K | Buy |
18,680
+3,944
| +27% | +$191K | 0.03% | 212 |
|
|
2021
Q4 | $707K | Hold |
14,736
| – | – | 0.02% | 246 |
|
|
2021
Q3 | $684K | Buy |
14,736
+4,345
| +42% | +$202K | 0.03% | 233 |
|
|
2021
Q2 | $471K | Hold |
10,391
| – | – | 0.02% | 276 |
|
|
2021
Q1 | $406K | Sell |
10,391
-2,569
| -20% | -$100K | 0.02% | 293 |
|
|
2020
Q4 | $391K | Sell |
12,960
-22,537
| -63% | -$680K | 0.02% | 266 |
|
|
2020
Q3 | $834K | Sell |
35,497
-21,276
| -37% | -$500K | 0.04% | 188 |
|
|
2020
Q2 | $1.45M | Sell |
56,773
-47,041
| -45% | -$1.2M | 0.08% | 148 |
|
|
2020
Q1 | $2.98M | Sell |
103,814
-8,119
| -7% | -$233K | 0.21% | 101 |
|
|
2019
Q4 | $6.02M | Sell |
111,933
-3,343
| -3% | -$180K | 0.34% | 83 |
|
|
2019
Q3 | $5.81M | Sell |
115,276
-5,580
| -5% | -$281K | 0.35% | 83 |
|
|
2019
Q2 | $5.72M | Sell |
120,856
-11,453
| -9% | -$542K | 0.36% | 85 |
|
|
2019
Q1 | $6.39M | Sell |
132,309
-5,058
| -4% | -$244K | 0.41% | 73 |
|
|
2018
Q4 | $6.33M | Sell |
137,367
-13,468
| -9% | -$621K | 0.47% | 62 |
|
|
2018
Q3 | $7.93M | Sell |
150,835
-3,274
| -2% | -$172K | 0.5% | 63 |
|
|
2018
Q2 | $8.54M | Sell |
154,109
-4,604
| -3% | -$255K | 0.64% | 48 |
|
|
2018
Q1 | $8.32M | Sell |
158,713
-15,986
| -9% | -$838K | 0.57% | 57 |
|
|
2017
Q4 | $10.6M | Sell |
174,699
-4,070
| -2% | -$247K | 0.73% | 41 |
|
|
2017
Q3 | $9.86M | Sell |
178,769
-3,008
| -2% | -$166K | 0.72% | 42 |
|
|
2017
Q2 | $10.1M | Sell |
181,777
-6,123
| -3% | -$339K | 0.78% | 42 |
|
|
2017
Q1 | $10.5M | Sell |
187,900
-13,340
| -7% | -$743K | 0.83% | 38 |
|
|
2016
Q4 | $11.1M | Buy |
+201,240
| New | +$11.1M | 0.92% | 35 |
|
|
2015
Q4 | $14.5M | Buy |
+266,155
| New | +$14.5M | 1.5% | 18 |
|
|
2014
Q4 | $15.1M | Buy |
+275,260
| New | +$15.1M | 1.61% | 17 |
|
|
2013
Q4 | $13.3M | Buy |
+291,856
| New | +$13.3M | 1.52% | 21 |
|