Sanibel Captiva 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 | $1.8M | Buy |
22,476
+1,296
| +6% | +$104K | 0.06% | 179 |
|
|
2025
Q1 | $1.52M | Buy |
21,180
+3,969
| +23% | +$285K | 0.05% | 188 |
|
|
2024
Q4 | $1.21M | Buy |
17,211
+2,881
| +20% | +$202K | 0.04% | 207 |
|
|
2024
Q3 | $810K | Buy |
14,330
+807
| +6% | +$45.6K | 0.03% | 236 |
|
|
2024
Q2 | $803K | Buy |
13,523
+1,745
| +15% | +$104K | 0.03% | 225 |
|
|
2024
Q1 | $683K | Buy |
11,778
+336
| +3% | +$19.5K | 0.02% | 232 |
|
|
2023
Q4 | $563K | Buy |
+11,442
| New | +$563K | 0.02% | 235 |
|