Heartland 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 | $540K | Sell |
6,735
-149
| -2% | -$11.9K | 0.25% | 92 |
|
|
2025
Q1 | $494K | Sell |
6,884
-8,818
| -56% | -$633K | 0.25% | 93 |
|
|
2024
Q4 | $1.1M | Sell |
15,702
-505
| -3% | -$35.5K | 0.6% | 33 |
|
|
2024
Q3 | $916K | Sell |
16,207
-196
| -1% | -$11.1K | 0.49% | 42 |
|
|
2024
Q2 | $974K | Buy |
16,403
+123
| +0.8% | +$7.31K | 0.55% | 34 |
|
|
2024
Q1 | $944K | Sell |
16,280
-62
| -0.4% | -$3.59K | 0.55% | 41 |
|
|
2023
Q4 | $804K | Sell |
16,342
-602
| -4% | -$29.6K | 0.55% | 41 |
|
|
2023
Q3 | $692K | Buy |
16,944
+228
| +1% | +$9.32K | 0.55% | 47 |
|
|
2023
Q2 | $713K | Sell |
16,716
-1,574
| -9% | -$67.2K | 0.56% | 46 |
|
|
2023
Q1 | $684K | Buy |
18,290
+1,853
| +11% | +$69.3K | 0.52% | 53 |
|
|
2022
Q4 | $679K | Sell |
16,437
-1,280
| -7% | -$52.9K | 0.5% | 47 |
|
|
2022
Q3 | $713K | Sell |
17,717
-295
| -2% | -$11.9K | 0.68% | 44 |
|
|
2022
Q2 | $706K | Buy |
18,012
+557
| +3% | +$21.8K | 0.63% | 50 |
|
|
2022
Q1 | $846K | Sell |
17,455
-4,185
| -19% | -$203K | 0.64% | 48 |
|
|
2021
Q4 | $1.04M | Buy |
21,640
+441
| +2% | +$21.2K | 0.77% | 37 |
|
|
2021
Q3 | $984K | Buy |
+21,199
| New | +$984K | 0.85% | 33 |
|