Old North State 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
Q2 | $764K | Buy |
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|
2025
Q1 | $667K | Hold |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $787K | Buy |
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|
2022
Q4 | $800K | Buy |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $386 | Hold |
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|
2022
Q1 | $478 | Sell |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $303K | Sell |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $667K | Sell |
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|
2019
Q3 | $678K | Buy |
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|
2019
Q2 | $633K | Sell |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $235K | Buy |
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