Iowa State Bank’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $531K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $482K | Hold |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $595K | Hold |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $612K | Sell |
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|
2021
Q1 | $557K | Sell |
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|
2020
Q4 | $448K | Sell |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $3.01M | Sell |
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|
2019
Q4 | $5.71M | Buy |
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|
2019
Q3 | $5.3M | Sell |
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|
2019
Q2 | $5.02M | Buy |
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|
2019
Q1 | $5.11M | Sell |
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|
2018
Q4 | $4.89M | Buy |
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|
2018
Q3 | $5.55M | Buy |
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|
2018
Q2 | $5.83M | Sell |
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|
2018
Q1 | $5.59M | Sell |
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|
2017
Q4 | $6.62M | Buy |
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|
2017
Q3 | $5.95M | Sell |
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|
2017
Q2 | $5.98M | Sell |
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|
2017
Q1 | $6.08M | Buy |
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|
2016
Q4 | $5.83M | Buy |
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|
2016
Q3 | $4.67M | Buy |
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|
2016
Q2 | $4.89M | Buy |
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|
2016
Q1 | $4.91M | Buy |
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|
2015
Q4 | $5.37M | Sell |
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|
2015
Q3 | $5.07M | Sell |
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|
2015
Q2 | $5.8M | Buy |
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|
2015
Q1 | $5.56M | Sell |
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|
2014
Q4 | $5.62M | Buy |
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|
2014
Q3 | $5.3M | Sell |
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|
2014
Q2 | $5.41M | Sell |
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|
2014
Q1 | $5.2M | Buy |
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|
2013
Q4 | $4.74M | Buy |
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|
2013
Q3 | $4.16M | Buy |
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|
2013
Q2 | $4.09M | Buy |
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