Riverview Trust Company’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 | – | Sell |
-1,710
| Closed | -$123K | – | 582 |
|
|
2025
Q1 | $123K | Sell |
1,710
-78
| -4% | -$5.6K | 0.12% | 134 |
|
|
2024
Q4 | $126K | Buy |
1,788
+14
| +0.8% | +$983 | 0.11% | 134 |
|
|
2024
Q3 | $100K | Buy |
1,774
+64
| +4% | +$3.62K | 0.09% | 164 |
|
|
2024
Q2 | $102K | Hold |
1,710
| – | – | 0.1% | 155 |
|
|
2024
Q1 | $99.1K | Buy |
+1,710
| New | +$99.1K | 0.08% | 172 |
|
|
2023
Q4 | – | Sell |
-1,530
| Closed | -$62.5K | – | 636 |
|
|
2023
Q3 | $62.5K | Hold |
1,530
| – | – | 0.06% | 206 |
|
|
2023
Q2 | $65.3K | Sell |
1,530
-2,772
| -64% | -$118K | 0.06% | 175 |
|
|
2023
Q1 | $161K | Buy |
4,302
+328
| +8% | +$12.3K | 0.15% | 100 |
|
|
2022
Q4 | $164K | Buy |
3,974
+2,190
| +123% | +$90.4K | 0.16% | 106 |
|
|
2022
Q3 | $72K | Sell |
1,784
-2,379
| -57% | -$96K | 0.07% | 160 |
|
|
2022
Q2 | $163K | Buy |
4,163
+1,494
| +56% | +$58.5K | 0.14% | 109 |
|
|
2022
Q1 | $129K | Buy |
+2,669
| New | +$129K | 0.1% | 128 |
|
|
2020
Q4 | – | Sell |
-376
| Closed | -$9K | – | 247 |
|
|
2020
Q3 | $9K | Hold |
376
| – | – | 0.01% | 225 |
|
|
2020
Q2 | $10K | Hold |
376
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $11K | Hold |
376
| – | – | 0.01% | 235 |
|
|
2019
Q4 | $20K | Hold |
376
| – | – | 0.01% | 233 |
|
|
2019
Q3 | $19K | Hold |
376
| – | – | 0.01% | 238 |
|
|
2019
Q2 | $18K | Sell |
376
-56
| -13% | -$2.68K | 0.01% | 234 |
|
|
2019
Q1 | $21K | Buy |
+432
| New | +$21K | 0.02% | 230 |
|