Pioneer Trust Bank’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 | $473K | Hold |
5,900
| – | – | 0.12% | 59 |
|
|
2025
Q1 | $424K | Hold |
5,900
| – | – | 0.11% | 58 |
|
|
2024
Q4 | $414K | Hold |
5,900
| – | – | 0.1% | 60 |
|
|
2024
Q3 | $333K | Hold |
5,900
| – | – | 0.09% | 61 |
|
|
2024
Q2 | $350K | Hold |
5,900
| – | – | 0.09% | 60 |
|
|
2024
Q1 | $342K | Hold |
5,900
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $290K | Sell |
5,900
-15,000
| -72% | -$738K | 0.09% | 61 |
|
|
2023
Q3 | $854K | Sell |
20,900
-765
| -4% | -$31.3K | 0.28% | 44 |
|
|
2023
Q2 | $925K | Sell |
21,665
-735
| -3% | -$31.4K | 0.27% | 43 |
|
|
2023
Q1 | $837K | Sell |
22,400
-80,056
| -78% | -$2.99M | 0.25% | 49 |
|
|
2022
Q4 | $4.23M | Sell |
102,456
-930
| -0.9% | -$38.4K | 1.28% | 32 |
|
|
2022
Q3 | $4.16M | Buy |
103,386
+201
| +0.2% | +$8.08K | 1.41% | 31 |
|
|
2022
Q2 | $4.04M | Sell |
103,185
-1,600
| -2% | -$62.7K | 1.31% | 32 |
|
|
2022
Q1 | $5.08M | Sell |
104,785
-2,409
| -2% | -$117K | 1.39% | 30 |
|
|
2021
Q4 | $5.14M | Buy |
107,194
+845
| +0.8% | +$40.5K | 1.34% | 31 |
|
|
2021
Q3 | $4.94M | Sell |
106,349
-4,574
| -4% | -$212K | 1.41% | 30 |
|
|
2021
Q2 | $5.02M | Sell |
110,923
-18,248
| -14% | -$827K | 1.43% | 31 |
|
|
2021
Q1 | $5.05M | Sell |
129,171
-1,743
| -1% | -$68.1K | 1.44% | 30 |
|
|
2020
Q4 | $3.95M | Sell |
130,914
-17,220
| -12% | -$520K | 1.2% | 32 |
|
|
2020
Q3 | $3.48M | Sell |
148,134
-1,460
| -1% | -$34.3K | 1.24% | 33 |
|
|
2020
Q2 | $3.83M | Buy |
149,594
+41,463
| +38% | +$1.06M | 1.47% | 29 |
|
|
2020
Q1 | $3.1M | Buy |
108,131
+16,725
| +18% | +$480K | 1.43% | 30 |
|
|
2019
Q4 | $4.92M | Buy |
91,406
+1,536
| +2% | +$82.6K | 1.84% | 27 |
|
|
2019
Q3 | $4.53M | Buy |
89,870
+10,870
| +14% | +$548K | 1.86% | 27 |
|
|
2019
Q2 | $3.74M | Buy |
79,000
+4,295
| +6% | +$203K | 1.54% | 29 |
|
|
2019
Q1 | $3.61M | Buy |
74,705
+790
| +1% | +$38.2K | 1.55% | 28 |
|
|
2018
Q4 | $3.41M | Sell |
73,915
-2,565
| -3% | -$118K | 1.64% | 28 |
|
|
2018
Q3 | $4.02M | Buy |
76,480
+895
| +1% | +$47K | 1.75% | 30 |
|
|
2018
Q2 | $4.19M | Sell |
75,585
-3,568
| -5% | -$198K | 2.01% | 24 |
|
|
2018
Q1 | $4.15M | Sell |
79,153
-410
| -0.5% | -$21.5K | 2.11% | 22 |
|
|
2017
Q4 | $4.83M | Sell |
79,563
-10,259
| -11% | -$622K | 2.37% | 17 |
|
|
2017
Q3 | $4.95M | Sell |
89,822
-15,430
| -15% | -$851K | 2.57% | 13 |
|
|
2017
Q2 | $5.83M | Buy |
105,252
+1,465
| +1% | +$81.2K | 3.23% | 9 |
|
|
2017
Q1 | $5.78M | Sell |
103,787
-184
| -0.2% | -$10.2K | 3.29% | 7 |
|
|
2016
Q4 | $5.73M | Buy |
103,971
+6,730
| +7% | +$371K | 3.38% | 8 |
|
|
2016
Q3 | $4.31M | Buy |
97,241
+400
| +0.4% | +$17.7K | 2.63% | 13 |
|
|
2016
Q2 | $4.58M | Buy |
96,841
+6,110
| +7% | +$289K | 2.78% | 12 |
|
|
2016
Q1 | $4.39M | Buy |
90,731
+895
| +1% | +$43.3K | 2.77% | 13 |
|
|
2015
Q4 | $4.88M | Buy |
89,836
+3,815
| +4% | +$207K | 3.17% | 7 |
|
|
2015
Q3 | $4.42M | Buy |
86,021
+1,000
| +1% | +$51.4K | 3.04% | 8 |
|
|
2015
Q2 | $4.78M | Buy |
85,021
+4,175
| +5% | +$235K | 3.09% | 8 |
|
|
2015
Q1 | $4.4M | Buy |
80,846
+1,480
| +2% | +$80.5K | 2.84% | 9 |
|
|
2014
Q4 | $4.35M | Buy |
79,366
+210
| +0.3% | +$11.5K | 2.86% | 9 |
|
|
2014
Q3 | $4.11M | Sell |
79,156
-148
| -0.2% | -$7.68K | 2.83% | 11 |
|
|
2014
Q2 | $4.17M | Hold |
79,304
| – | – | 2.87% | 11 |
|
|
2014
Q1 | $3.95M | Buy |
79,304
+850
| +1% | +$42.3K | 2.8% | 11 |
|
|
2013
Q4 | $3.56M | Buy |
78,454
+685
| +0.9% | +$31.1K | 2.52% | 15 |
|
|
2013
Q3 | $3.21M | Hold |
77,769
| – | – | 2.47% | 15 |
|
|
2013
Q2 | $3.21M | Buy |
+77,769
| New | +$3.21M | 2.49% | 12 |
|