Montecito Bank & Trust’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 | $866K | Buy |
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|
2025
Q1 | $742K | Sell |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $636K | Hold |
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|
2024
Q1 | $620K | Sell |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $494K | Hold |
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|
2022
Q3 | $481K | Buy |
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|
2022
Q2 | $462K | Hold |
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|
2022
Q1 | $572K | Hold |
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|
2021
Q4 | $566K | Sell |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $471K | Sell |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $570K | Sell |
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|
2020
Q1 | $653K | Buy |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $1.52M | Hold |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $1.6M | Sell |
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|
2017
Q4 | $1.89M | Buy |
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|
2017
Q3 | $1.7M | Sell |
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|
2017
Q2 | $1.72M | Buy |
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|
2017
Q1 | $1.68M | Buy |
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|
2016
Q4 | $1.64M | Sell |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.56M | Buy |
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|
2016
Q1 | $1.46M | Sell |
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|
2015
Q4 | $1.66M | Buy |
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|
2015
Q3 | $1.31M | Sell |
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|
2015
Q2 | $1.44M | Hold |
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|
2015
Q1 | $1.44M | Buy |
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|
2014
Q4 | $1.4M | Sell |
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|
2014
Q3 | $1.38M | Sell |
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|
2014
Q2 | $1.48M | Buy |
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|
2014
Q1 | $1.26M | Buy |
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|
2013
Q4 | $1.12M | Sell |
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|
2013
Q3 | $1.03M | Buy |
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|
2013
Q2 | $1.01M | Buy |
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