Nixon Peabody 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 | $259K | Buy |
+3,236
| New | +$259K | 0.02% | 140 |
|
|
2019
Q3 | – | Sell |
-27,292
| Closed | -$1.29M | – | 82 |
|
|
2019
Q2 | $1.29M | Sell |
27,292
-937
| -3% | -$44.4K | 0.73% | 44 |
|
|
2019
Q1 | $1.36M | Sell |
28,229
-2,537
| -8% | -$123K | 0.89% | 44 |
|
|
2018
Q4 | $1.42M | Sell |
30,766
-6,788
| -18% | -$313K | 1.12% | 39 |
|
|
2018
Q3 | $1.97M | Buy |
37,554
+2,942
| +8% | +$155K | 1.35% | 35 |
|
|
2018
Q2 | $1.92M | Buy |
34,612
+79
| +0.2% | +$4.38K | 1.49% | 33 |
|
|
2018
Q1 | $1.81M | Sell |
34,533
-2,585
| -7% | -$135K | 1.62% | 31 |
|
|
2017
Q4 | $2.25M | Sell |
37,118
-154
| -0.4% | -$9.34K | 1.94% | 25 |
|
|
2017
Q3 | $2.06M | Sell |
37,272
-415
| -1% | -$22.9K | 1.87% | 25 |
|
|
2017
Q2 | $2.09M | Buy |
37,687
+1,350
| +4% | +$74.8K | 1.93% | 23 |
|
|
2017
Q1 | $2.02M | Buy |
36,337
+304
| +0.8% | +$16.9K | 1.9% | 23 |
|
|
2016
Q4 | $1.99M | Buy |
36,033
+465
| +1% | +$25.6K | 1.93% | 23 |
|
|
2016
Q3 | $1.58M | Sell |
35,568
-5,942
| -14% | -$263K | 1.55% | 32 |
|
|
2016
Q2 | $1.96M | Buy |
41,510
+2,030
| +5% | +$96K | 1.71% | 22 |
|
|
2016
Q1 | $1.91M | Buy |
39,480
+1,905
| +5% | +$92.1K | 1.7% | 20 |
|
|
2015
Q4 | $2.04M | Buy |
+37,575
| New | +$2.04M | 1.86% | 18 |
|