Nicolet Bankshares’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 | $1.35M | Sell |
16,879
-19
| -0.1% | -$1.52K | 0.23% | 66 |
|
|
2025
Q1 | $1.21M | Buy |
16,898
+2,000
| +13% | +$144K | 0.24% | 69 |
|
|
2024
Q4 | $1.05M | Buy |
14,898
+770
| +5% | +$54.1K | 0.25% | 81 |
|
|
2024
Q3 | $798K | Sell |
14,128
-1,833
| -11% | -$104K | 0.19% | 105 |
|
|
2024
Q2 | $948K | Sell |
15,961
-620
| -4% | -$36.8K | 0.24% | 89 |
|
|
2024
Q1 | $961K | Buy |
16,581
+663
| +4% | +$38.4K | 0.24% | 98 |
|
|
2023
Q4 | $783K | Sell |
15,918
-150
| -0.9% | -$7.38K | 0.21% | 103 |
|
|
2023
Q3 | $657K | Hold |
16,068
| – | – | 0.2% | 102 |
|
|
2023
Q2 | $686K | Sell |
16,068
-13,020
| -45% | -$556K | 0.19% | 102 |
|
|
2023
Q1 | $1.09M | Sell |
29,088
-414
| -1% | -$15.5K | 0.35% | 57 |
|
|
2022
Q4 | $1.22M | Buy |
29,502
+5,494
| +23% | +$227K | 0.42% | 52 |
|
|
2022
Q3 | $966K | Sell |
24,008
-133
| -0.6% | -$5.35K | 0.28% | 67 |
|
|
2022
Q2 | $946K | Sell |
24,141
-21
| -0.1% | -$823 | 0.25% | 75 |
|
|
2022
Q1 | $1.17M | Hold |
24,162
| – | – | 0.25% | 70 |
|
|
2021
Q4 | $1.16M | Sell |
24,162
-274
| -1% | -$13.1K | 0.26% | 71 |
|
|
2021
Q3 | $1.13M | Sell |
24,436
-1,114
| -4% | -$51.7K | 0.29% | 64 |
|
|
2021
Q2 | $1.16M | Hold |
25,550
| – | – | 0.3% | 64 |
|
|
2021
Q1 | $998K | Hold |
25,550
| – | – | 0.28% | 69 |
|
|
2020
Q4 | $771K | Sell |
25,550
-340
| -1% | -$10.3K | 0.24% | 75 |
|
|
2020
Q3 | $609K | Sell |
25,890
-604
| -2% | -$14.2K | 0.21% | 80 |
|
|
2020
Q2 | $678K | Sell |
26,494
-1,638
| -6% | -$41.9K | 0.26% | 75 |
|
|
2020
Q1 | $807K | Sell |
28,132
-62
| -0.2% | -$1.78K | 0.36% | 59 |
|
|
2019
Q4 | $1.52M | Sell |
28,194
-532
| -2% | -$28.6K | 0.56% | 38 |
|
|
2019
Q3 | $1.45M | Sell |
28,726
-309
| -1% | -$15.6K | 0.58% | 36 |
|
|
2019
Q2 | $1.37M | Sell |
29,035
-11,678
| -29% | -$553K | 0.57% | 36 |
|
|
2019
Q1 | $1.97M | Sell |
40,713
-711
| -2% | -$34.4K | 0.81% | 20 |
|
|
2018
Q4 | $1.91M | Sell |
41,424
-551
| -1% | -$25.4K | 0.92% | 18 |
|
|
2018
Q3 | $2.21M | Sell |
41,975
-673
| -2% | -$35.4K | 0.89% | 20 |
|
|
2018
Q2 | $2.36M | Sell |
42,648
-2,072
| -5% | -$115K | 0.99% | 20 |
|
|
2018
Q1 | $2.34M | Sell |
44,720
-1,422
| -3% | -$74.5K | 1% | 18 |
|
|
2017
Q4 | $2.8M | Sell |
46,142
-3,492
| -7% | -$212K | 1.2% | 15 |
|
|
2017
Q3 | $2.74M | Sell |
49,634
-4,085
| -8% | -$225K | 1.22% | 14 |
|
|
2017
Q2 | $2.98M | Buy |
53,719
+13,486
| +34% | +$747K | 1.4% | 13 |
|
|
2017
Q1 | $2.24M | Sell |
40,233
-1,613
| -4% | -$89.8K | 1.18% | 15 |
|
|
2016
Q4 | $2.31M | Sell |
41,846
-761
| -2% | -$41.9K | 1.26% | 17 |
|
|
2016
Q3 | $1.89M | Sell |
42,607
-3,400
| -7% | -$151K | 1.1% | 17 |
|
|
2016
Q2 | $2.18M | Sell |
46,007
-5,439
| -11% | -$257K | 1.43% | 14 |
|
|
2016
Q1 | $2.49M | Buy |
51,446
+778
| +2% | +$37.6K | 1.77% | 11 |
|
|
2015
Q4 | $2.55M | Buy |
+50,668
| New | +$2.55M | 2.53% | 9 |
|