Peoples Financial Services Corp’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 | $941K | Sell |
11,739
-611
| -5% | -$49K | 0.46% | 58 |
|
|
2025
Q1 | $887K | Hold |
12,350
| – | – | 0.43% | 67 |
|
|
2024
Q4 | $867K | Sell |
12,350
-24
| -0.2% | -$1.69K | 0.4% | 67 |
|
|
2024
Q3 | $699K | Sell |
12,374
-240
| -2% | -$13.6K | 0.32% | 84 |
|
|
2024
Q2 | $749K | Sell |
12,614
-3,197
| -20% | -$190K | 0.34% | 78 |
|
|
2024
Q1 | $916K | Sell |
15,811
-703
| -4% | -$40.7K | 0.4% | 72 |
|
|
2023
Q4 | $813K | Hold |
16,514
| – | – | 0.35% | 76 |
|
|
2023
Q3 | $675K | Sell |
16,514
-675
| -4% | -$27.6K | 0.32% | 83 |
|
|
2023
Q2 | $734K | Sell |
17,189
-1,338
| -7% | -$57.1K | 0.33% | 78 |
|
|
2023
Q1 | $693K | Buy |
18,527
+175
| +1% | +$6.54K | 0.32% | 82 |
|
|
2022
Q4 | $758K | Sell |
18,352
-1,265
| -6% | -$52.2K | 0.35% | 74 |
|
|
2022
Q3 | $789K | Sell |
19,617
-300
| -2% | -$12.1K | 0.41% | 68 |
|
|
2022
Q2 | $780K | Sell |
19,917
-500
| -2% | -$19.6K | 0.37% | 73 |
|
|
2022
Q1 | $989K | Sell |
20,417
-1,474
| -7% | -$71.4K | 0.43% | 65 |
|
|
2021
Q4 | $1.05M | Sell |
21,891
-100
| -0.5% | -$4.8K | 0.41% | 65 |
|
|
2021
Q3 | $1.02M | Hold |
21,991
| – | – | 0.43% | 67 |
|
|
2021
Q2 | $996K | Buy |
21,991
+525
| +2% | +$23.8K | 0.42% | 67 |
|
|
2021
Q1 | $839K | Sell |
21,466
-600
| -3% | -$23.5K | 0.36% | 72 |
|
|
2020
Q4 | $666K | Sell |
22,066
-5,000
| -18% | -$151K | 0.31% | 81 |
|
|
2020
Q3 | $636K | Sell |
27,066
-5,364
| -17% | -$126K | 0.32% | 73 |
|
|
2020
Q2 | $830K | Hold |
32,430
| – | – | 0.44% | 64 |
|
|
2020
Q1 | $931K | Buy |
32,430
+45
| +0.1% | +$1.29K | 0.55% | 55 |
|
|
2019
Q4 | $1.74M | Hold |
32,385
| – | – | 0.82% | 41 |
|
|
2019
Q3 | $1.63M | Buy |
32,385
+251
| +0.8% | +$12.7K | 0.82% | 41 |
|
|
2019
Q2 | $1.52M | Buy |
32,134
+2,750
| +9% | +$130K | 0.77% | 43 |
|
|
2019
Q1 | $1.42M | Sell |
29,384
-596
| -2% | -$28.8K | 0.73% | 49 |
|
|
2018
Q4 | $1.38M | Sell |
29,980
-600
| -2% | -$27.6K | 0.79% | 42 |
|
|
2018
Q3 | $1.61M | Buy |
30,580
+900
| +3% | +$47.3K | 0.81% | 41 |
|
|
2018
Q2 | $1.65M | Sell |
29,680
-900
| -3% | -$49.9K | 0.92% | 35 |
|
|
2018
Q1 | $1.6M | Sell |
30,580
-25
| -0.1% | -$1.31K | 0.92% | 36 |
|
|
2017
Q4 | $1.86M | Hold |
30,605
| – | – | 1.02% | 29 |
|
|
2017
Q3 | $1.69M | Sell |
30,605
-300
| -1% | -$16.5K | 0.96% | 30 |
|
|
2017
Q2 | $1.71M | Sell |
30,905
-139
| -0.4% | -$7.7K | 1% | 28 |
|
|
2017
Q1 | $1.73M | Buy |
31,044
+6,428
| +26% | +$358K | 1.03% | 28 |
|
|
2016
Q4 | $1.17M | Buy |
24,616
+50
| +0.2% | +$2.37K | 0.72% | 42 |
|
|
2016
Q3 | $1.09M | Sell |
24,566
-50
| -0.2% | -$2.21K | 0.68% | 48 |
|
|
2016
Q2 | $1.17M | Buy |
24,616
+50
| +0.2% | +$2.37K | 0.72% | 42 |
|
|
2016
Q1 | $1.19M | Buy |
24,566
+1,450
| +6% | +$70.1K | 0.75% | 39 |
|
|
2015
Q4 | $1.26M | Sell |
23,116
-38,931
| -63% | -$2.12M | 0.83% | 33 |
|
|
2015
Q3 | $3.19M | Buy |
62,047
+37,236
| +150% | +$1.91M | 2.27% | 10 |
|
|
2015
Q2 | $1.4M | Buy |
24,811
+1,142
| +5% | +$64.2K | 0.93% | 31 |
|
|
2015
Q1 | $1.29M | Buy |
23,669
+175
| +0.7% | +$9.52K | 0.85% | 34 |
|
|
2014
Q4 | $1.29M | Buy |
23,494
+150
| +0.6% | +$8.22K | 0.84% | 34 |
|
|
2014
Q3 | $1.21M | Sell |
23,344
-1,439
| -6% | -$74.6K | 0.82% | 35 |
|
|
2014
Q2 | $1.3M | Buy |
24,783
+150
| +0.6% | +$7.89K | 0.83% | 35 |
|
|
2014
Q1 | $1.23M | Sell |
24,633
-2,699
| -10% | -$134K | 0.91% | 33 |
|
|
2013
Q4 | $1.24M | Buy |
+27,332
| New | +$1.24M | 0.82% | 37 |
|