Greenleaf 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 | $5.81M | Sell |
72,506
-3,476
| -5% | -$278K | 0.05% | 92 |
|
|
2025
Q1 | $5.45M | Buy |
75,982
+1,829
| +2% | +$131K | 0.05% | 98 |
|
|
2024
Q4 | $5.21M | Buy |
74,153
+1,791
| +2% | +$126K | 0.05% | 102 |
|
|
2024
Q3 | $4.09M | Sell |
72,362
-1,605
| -2% | -$90.7K | 0.04% | 115 |
|
|
2024
Q2 | $4.39M | Buy |
73,967
+5,697
| +8% | +$338K | 0.04% | 106 |
|
|
2024
Q1 | $3.96M | Sell |
68,270
-2,296
| -3% | -$133K | 0.04% | 112 |
|
|
2023
Q4 | $3.47M | Buy |
70,566
+1,229
| +2% | +$60.5K | 0.04% | 118 |
|
|
2023
Q3 | $2.83M | Buy |
69,337
+5,600
| +9% | +$229K | 0.03% | 123 |
|
|
2023
Q2 | $2.72M | Sell |
63,737
-1,218
| -2% | -$52K | 0.03% | 130 |
|
|
2023
Q1 | $2.43M | Buy |
64,955
+6,400
| +11% | +$239K | 0.03% | 144 |
|
|
2022
Q4 | $2.42M | Buy |
58,555
+3,860
| +7% | +$159K | 0.03% | 141 |
|
|
2022
Q3 | $2.2M | Buy |
54,695
+10,211
| +23% | +$411K | 0.03% | 137 |
|
|
2022
Q2 | $1.74M | Sell |
44,484
-2,342
| -5% | -$91.7K | 0.03% | 148 |
|
|
2022
Q1 | $2.27M | Buy |
46,826
+2,579
| +6% | +$125K | 0.03% | 126 |
|
|
2021
Q4 | $2.12M | Buy |
44,247
+5,512
| +14% | +$264K | 0.02% | 132 |
|
|
2021
Q3 | $1.8M | Buy |
38,735
+2,470
| +7% | +$115K | 0.02% | 139 |
|
|
2021
Q2 | $1.64M | Buy |
36,265
+2,835
| +8% | +$128K | 0.02% | 150 |
|
|
2021
Q1 | $1.31M | Buy |
33,430
+11,899
| +55% | +$465K | 0.02% | 169 |
|
|
2020
Q4 | $650K | Sell |
21,531
-1,494
| -6% | -$45.1K | 0.01% | 267 |
|
|
2020
Q3 | $541K | Sell |
23,025
-700
| -3% | -$16.4K | 0.01% | 269 |
|
|
2020
Q2 | $607K | Buy |
23,725
+15,860
| +202% | +$406K | 0.01% | 240 |
|
|
2020
Q1 | $226K | Sell |
7,865
-46,925
| -86% | -$1.35M | ﹤0.01% | 400 |
|
|
2019
Q4 | $2.95M | Buy |
54,790
+7,463
| +16% | +$402K | 0.05% | 80 |
|
|
2019
Q3 | $2.39M | Buy |
47,327
+10,877
| +30% | +$549K | 0.04% | 89 |
|
|
2019
Q2 | $1.73M | Sell |
36,450
-8,699
| -19% | -$412K | 0.03% | 104 |
|
|
2019
Q1 | $2.18M | Sell |
45,149
-10,264
| -19% | -$496K | 0.04% | 89 |
|
|
2018
Q4 | $2.55M | Sell |
55,413
-6,718
| -11% | -$310K | 0.05% | 79 |
|
|
2018
Q3 | $3.27M | Buy |
62,131
+74
| +0.1% | +$3.89K | 0.06% | 72 |
|
|
2018
Q2 | $3.44M | Buy |
62,057
+9,992
| +19% | +$554K | 0.07% | 68 |
|
|
2018
Q1 | $2.73M | Buy |
52,065
+2,547
| +5% | +$134K | 0.05% | 78 |
|
|
2017
Q4 | $3M | Buy |
49,518
+3,354
| +7% | +$203K | 0.06% | 81 |
|
|
2017
Q3 | $2.55M | Buy |
46,164
+17,854
| +63% | +$985K | 0.06% | 86 |
|
|
2017
Q2 | $1.57M | Buy |
28,310
+1,309
| +5% | +$72.5K | 0.04% | 98 |
|
|
2017
Q1 | $1.5M | Buy |
27,001
+332
| +1% | +$18.5K | 0.04% | 87 |
|
|
2016
Q4 | $1.47M | Sell |
26,669
-6,853
| -20% | -$378K | 0.04% | 86 |
|
|
2016
Q3 | $1.48M | Sell |
33,522
-399,503
| -92% | -$17.7M | 0.04% | 79 |
|
|
2016
Q2 | $20.5M | Sell |
433,025
-56,882
| -12% | -$2.69M | 0.52% | 3 |
|
|
2016
Q1 | $23.7M | Sell |
489,907
-32,485
| -6% | -$1.57M | 0.64% | 3 |
|
|
2015
Q4 | $28.4M | Buy |
522,392
+4,678
| +0.9% | +$254K | 0.86% | 3 |
|
|
2015
Q3 | $26.6M | Buy |
517,714
+15,229
| +3% | +$782K | 0.79% | 3 |
|
|
2015
Q2 | $28.3M | Buy |
502,485
+11,112
| +2% | +$625K | 0.82% | 5 |
|
|
2015
Q1 | $26.7M | Buy |
491,373
+27,785
| +6% | +$1.51M | 0.8% | 5 |
|
|
2014
Q4 | $25.4M | Buy |
463,588
+1,664
| +0.4% | +$91.2K | 0.74% | 4 |
|
|
2014
Q3 | $24M | Buy |
461,924
+801
| +0.2% | +$41.5K | 0.79% | 4 |
|
|
2014
Q2 | $24.2M | Buy |
461,123
+562
| +0.1% | +$29.5K | 0.77% | 4 |
|
|
2014
Q1 | $22.9M | Buy |
460,561
+19,271
| +4% | +$959K | 0.74% | 4 |
|
|
2013
Q4 | $20M | Buy |
441,290
+7,404
| +2% | +$336K | 0.69% | 7 |
|
|
2013
Q3 | $17.9M | Buy |
433,886
+17,944
| +4% | +$741K | 0.67% | 7 |
|
|
2013
Q2 | $17.2M | Buy |
+415,942
| New | +$17.2M | 0.67% | 4 |
|