Members 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 | $1.03M | Buy |
12,877
+856
| +7% | +$68.6K | 0.04% | 50 |
|
|
2025
Q1 | $863K | Sell |
12,021
-412
| -3% | -$29.6K | 0.03% | 50 |
|
|
2024
Q4 | $873K | Buy |
12,433
+1
| +0% | +$70 | 0.03% | 44 |
|
|
2024
Q3 | $702K | Hold |
12,432
| – | – | 0.02% | 52 |
|
|
2024
Q2 | $738K | Sell |
12,432
-22
| -0.2% | -$1.31K | 0.02% | 48 |
|
|
2024
Q1 | $722K | Buy |
12,454
+643
| +5% | +$37.3K | 0.02% | 48 |
|
|
2023
Q4 | $584K | Buy |
11,811
+4,950
| +72% | +$245K | 0.02% | 53 |
|
|
2023
Q3 | $281K | Buy |
6,861
+488
| +8% | +$20K | 0.01% | 89 |
|
|
2023
Q2 | $272K | Buy |
+6,373
| New | +$272K | 0.01% | 96 |
|
|
2018
Q1 | $400K | Buy |
7,633
+226
| +3% | +$11.8K | 0.02% | 56 |
|
|
2017
Q4 | $449K | Buy |
7,407
+1,213
| +20% | +$73.5K | 0.02% | 52 |
|
|
2017
Q3 | $342K | Hold |
6,194
| – | – | 0.02% | 58 |
|
|
2017
Q2 | $343K | Sell |
6,194
-277
| -4% | -$15.3K | 0.02% | 57 |
|
|
2017
Q1 | $360K | Buy |
+6,471
| New | +$360K | 0.02% | 56 |
|
|
2016
Q3 | $449K | Buy |
10,134
+257
| +3% | +$11.4K | 0.03% | 48 |
|
|
2016
Q2 | $467K | Buy |
+9,877
| New | +$467K | 0.03% | 45 |
|