GTAM
Global Trust Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Hold |
149
| – | – | 0.01% | 372 |
|
|
2025
Q1 | $10.7K | Sell |
149
-9,804
| -99% | -$703K | 0.01% | 355 |
|
|
2024
Q4 | $699K | Buy |
9,953
+217
| +2% | +$15.2K | 0.27% | 86 |
|
|
2024
Q3 | $550K | Sell |
9,736
-578
| -6% | -$32.7K | 0.2% | 101 |
|
|
2024
Q2 | $613K | Sell |
10,314
-145
| -1% | -$8.61K | 0.25% | 84 |
|
|
2024
Q1 | $606K | Hold |
10,459
| – | – | 0.25% | 84 |
|
|
2023
Q4 | $515K | Hold |
10,459
| – | – | 0.23% | 93 |
|
|
2023
Q3 | $427K | Sell |
10,459
-219
| -2% | -$8.95K | 0.2% | 99 |
|
|
2023
Q2 | $456K | Sell |
10,678
-18
| -0.2% | -$768 | 0.2% | 98 |
|
|
2023
Q1 | $400K | Sell |
10,696
-123
| -1% | -$4.6K | 0.19% | 105 |
|
|
2022
Q4 | $447K | Sell |
10,819
-527
| -5% | -$21.8K | 0.23% | 95 |
|
|
2022
Q3 | $456K | Sell |
11,346
-36
| -0.3% | -$1.45K | 0.24% | 90 |
|
|
2022
Q2 | $446K | Sell |
11,382
-97
| -0.8% | -$3.8K | 0.22% | 99 |
|
|
2022
Q1 | $556K | Buy |
11,479
+1
| +0% | +$48 | 0.23% | 94 |
|
|
2021
Q4 | $551K | Buy |
11,478
+927
| +9% | +$44.5K | 0.22% | 105 |
|
|
2021
Q3 | $490K | Buy |
10,551
+118
| +1% | +$5.48K | 0.22% | 99 |
|
|
2021
Q2 | $473K | Hold |
10,433
| – | – | 0.23% | 102 |
|
|
2021
Q1 | $408K | Sell |
10,433
-1,053
| -9% | -$41.2K | 0.22% | 102 |
|
|
2020
Q4 | $347K | Buy |
11,486
+1
| +0% | +$30 | 0.19% | 124 |
|
|
2020
Q3 | $271K | Buy |
11,485
+2
| +0% | +$47 | 0.17% | 125 |
|
|
2020
Q2 | $294K | Sell |
11,483
-10,518
| -48% | -$269K | 0.21% | 114 |
|
|
2020
Q1 | $658K | Buy |
22,001
+21,260
| +2,869% | +$636K | 0.51% | 50 |
|
|
2019
Q4 | $40K | Hold |
741
| – | – | 0.02% | 233 |
|
|
2019
Q3 | $37K | Sell |
741
-4,765
| -87% | -$238K | 0.02% | 209 |
|
|
2019
Q2 | $40K | Buy |
5,506
+4,765
| +643% | +$34.6K | 0.03% | 229 |
|
|
2019
Q1 | $36K | Hold |
741
| – | – | 0.03% | 224 |
|
|
2018
Q4 | $34K | Hold |
741
| – | – | 0.03% | 208 |
|
|
2018
Q3 | $39K | Hold |
741
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $41K | Hold |
741
| – | – | 0.03% | 216 |
|
|
2018
Q1 | $39K | Hold |
741
| – | – | 0.03% | 208 |
|
|
2017
Q4 | $45K | Buy |
+741
| New | +$45K | 0.03% | 214 |
|