Indiana Trust & Investment Management’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 | $463K | Hold |
5,780
| – | – | 0.15% | 104 |
|
|
2025
Q1 | $415K | Hold |
5,780
| – | – | 0.15% | 112 |
|
|
2024
Q4 | $406K | Hold |
5,780
| – | – | 0.14% | 114 |
|
|
2024
Q3 | $327K | Hold |
5,780
| – | – | 0.11% | 132 |
|
|
2024
Q2 | $343K | Buy |
5,780
+765
| +15% | +$45.4K | 0.13% | 116 |
|
|
2024
Q1 | $291K | Hold |
5,015
| – | – | 0.12% | 131 |
|
|
2023
Q4 | $247K | Hold |
5,015
| – | – | 0.11% | 138 |
|
|
2023
Q3 | $205K | Hold |
5,015
| – | – | 0.1% | 142 |
|
|
2023
Q2 | $214K | Buy |
+5,015
| New | +$214K | 0.11% | 104 |
|
|
2023
Q1 | – | Sell |
-5,290
| Closed | -$218 | – | 128 |
|
|
2022
Q4 | $218 | Sell |
5,290
-1,133
| -18% | -$47 | 0.12% | 105 |
|
|
2022
Q3 | $258K | Sell |
6,423
-415
| -6% | -$16.7K | 0.16% | 96 |
|
|
2022
Q2 | $268K | Hold |
6,838
| – | – | 0.15% | 94 |
|
|
2022
Q1 | $331K | Sell |
6,838
-1,480
| -18% | -$71.6K | 0.16% | 94 |
|
|
2021
Q4 | $399K | Sell |
8,318
-175
| -2% | -$8.39K | 0.18% | 83 |
|
|
2021
Q3 | $394K | Sell |
8,493
-1,738
| -17% | -$80.6K | 0.2% | 81 |
|
|
2021
Q2 | $309K | Buy |
10,231
+1,913
| +23% | +$57.8K | 0.17% | 90 |
|
|
2021
Q1 | $325K | Sell |
8,318
-1,913
| -19% | -$74.7K | 0.17% | 90 |
|
|
2020
Q4 | $309K | Sell |
10,231
-2,488
| -20% | -$75.1K | 0.17% | 90 |
|
|
2020
Q3 | $299K | Sell |
12,719
-1,069
| -8% | -$25.1K | 0.18% | 87 |
|
|
2020
Q2 | $353K | Sell |
13,788
-735
| -5% | -$18.8K | 0.22% | 77 |
|
|
2020
Q1 | $417K | Sell |
14,523
-230
| -2% | -$6.6K | 0.3% | 64 |
|
|
2019
Q4 | $794K | Sell |
14,753
-585
| -4% | -$31.5K | 0.44% | 50 |
|
|
2019
Q3 | $774K | Sell |
15,338
-4,334
| -22% | -$219K | 0.43% | 50 |
|
|
2019
Q2 | $930K | Sell |
19,672
-4,598
| -19% | -$217K | 0.51% | 46 |
|
|
2019
Q1 | $1.17M | Sell |
24,270
-2,483
| -9% | -$120K | 0.61% | 40 |
|
|
2018
Q4 | $1.23M | Sell |
26,753
-4,825
| -15% | -$222K | 0.69% | 37 |
|
|
2018
Q3 | $1.66M | Sell |
31,578
-814
| -3% | -$42.8K | 0.76% | 36 |
|
|
2018
Q2 | $1.8M | Sell |
32,392
-3,890
| -11% | -$216K | 0.86% | 29 |
|
|
2018
Q1 | $1.9M | Buy |
36,282
+1,251
| +4% | +$65.6K | 0.88% | 30 |
|
|
2017
Q4 | $2.13M | Sell |
35,031
-206
| -0.6% | -$12.5K | 0.99% | 23 |
|
|
2017
Q3 | $1.94M | Sell |
35,237
-199
| -0.6% | -$11K | 0.94% | 25 |
|
|
2017
Q2 | $1.96M | Sell |
35,436
-46
| -0.1% | -$2.55K | 0.96% | 27 |
|
|
2017
Q1 | $1.98M | Sell |
35,482
-175
| -0.5% | -$9.74K | 0.99% | 26 |
|
|
2016
Q4 | $1.97M | Sell |
35,657
-230
| -0.6% | -$12.7K | 1.02% | 26 |
|
|
2016
Q3 | $1.59M | Buy |
35,887
+464
| +1% | +$20.5K | 0.79% | 38 |
|
|
2016
Q2 | $1.68M | Buy |
35,423
+767
| +2% | +$36.3K | 0.84% | 34 |
|
|
2016
Q1 | $1.68M | Buy |
34,656
+8,172
| +31% | +$395K | 0.88% | 33 |
|
|
2015
Q4 | $1.45M | Sell |
26,484
-5,150
| -16% | -$282K | 0.76% | 41 |
|
|
2015
Q3 | $1.63M | Sell |
31,634
-575
| -2% | -$29.5K | 0.93% | 32 |
|
|
2015
Q2 | $1.81M | Buy |
32,209
+5,750
| +22% | +$323K | 0.94% | 31 |
|
|
2015
Q1 | $1.44M | Sell |
26,459
-25
| -0.1% | -$1.36K | 0.73% | 37 |
|
|
2014
Q4 | $1.45M | Sell |
26,484
-1,047
| -4% | -$57.4K | 0.76% | 41 |
|
|
2014
Q3 | $1.43M | Hold |
27,531
| – | – | 0.75% | 40 |
|
|
2014
Q2 | $1.45M | Buy |
27,531
+3,125
| +13% | +$164K | 0.84% | 37 |
|
|
2014
Q1 | $1.21M | Sell |
24,406
-1,950
| -7% | -$97K | 0.75% | 42 |
|
|
2013
Q4 | $1.2M | Buy |
26,356
+495
| +2% | +$22.5K | 0.68% | 43 |
|
|
2013
Q3 | $1.07M | Sell |
25,861
-5,100
| -16% | -$211K | 0.65% | 46 |
|
|
2013
Q2 | $1.28M | Buy |
+30,961
| New | +$1.28M | 1.06% | 40 |
|