SCA
Stonebridge Capital Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
49,819
-849
| -2% | -$68K | 0.3% | 67 |
|
|
2025
Q1 | $3.64M | Sell |
50,668
-784
| -2% | -$56.3K | 0.3% | 64 |
|
|
2024
Q4 | $3.61M | Sell |
51,452
-1,625
| -3% | -$114K | 0.29% | 65 |
|
|
2024
Q3 | $3M | Sell |
53,077
-774
| -1% | -$43.7K | 0.24% | 69 |
|
|
2024
Q2 | $3.2M | Sell |
53,851
-322
| -0.6% | -$19.1K | 0.28% | 69 |
|
|
2024
Q1 | $3.14M | Sell |
54,173
-1,753
| -3% | -$102K | 0.28% | 72 |
|
|
2023
Q4 | $2.75M | Sell |
55,926
-56
| -0.1% | -$2.76K | 0.28% | 76 |
|
|
2023
Q3 | $2.29M | Sell |
55,982
-694
| -1% | -$28.4K | 0.25% | 81 |
|
|
2023
Q2 | $2.42M | Sell |
56,676
-519
| -0.9% | -$22.2K | 0.26% | 82 |
|
|
2023
Q1 | $2.14M | Sell |
57,195
-50
| -0.1% | -$1.87K | 0.24% | 86 |
|
|
2022
Q4 | $2.36M | Sell |
57,245
-1,160
| -2% | -$47.9K | 0.28% | 84 |
|
|
2022
Q3 | $2.35M | Sell |
58,405
-1,918
| -3% | -$77.1K | 0.3% | 79 |
|
|
2022
Q2 | $2.36M | Sell |
60,323
-65
| -0.1% | -$2.55K | 0.29% | 82 |
|
|
2022
Q1 | $2.93M | Sell |
60,388
-1,586
| -3% | -$76.8K | 0.32% | 79 |
|
|
2021
Q4 | $2.97M | Sell |
61,974
-2,603
| -4% | -$125K | 0.33% | 74 |
|
|
2021
Q3 | $3M | Sell |
64,577
-66,071
| -51% | -$3.07M | 0.36% | 75 |
|
|
2021
Q2 | $5.51M | Buy |
130,648
+64,633
| +98% | +$2.72M | 0.35% | 80 |
|
|
2021
Q1 | $2.58M | Buy |
66,015
+1,299
| +2% | +$50.7K | 0.34% | 81 |
|
|
2020
Q4 | $1.95M | Buy |
64,716
+740
| +1% | +$22.3K | 0.3% | 90 |
|
|
2020
Q3 | $1.5M | Hold |
63,976
| – | – | 0.27% | 89 |
|
|
2020
Q2 | $1.64M | Buy |
63,976
+1,511
| +2% | +$38.7K | 0.3% | 85 |
|
|
2020
Q1 | $1.79M | Buy |
62,465
+868
| +1% | +$24.9K | 0.38% | 76 |
|
|
2019
Q4 | $3.31M | Buy |
61,597
+837
| +1% | +$45K | 0.54% | 62 |
|
|
2019
Q3 | $3.07M | Buy |
60,760
+520
| +0.9% | +$26.2K | 0.53% | 63 |
|
|
2019
Q2 | $2.85M | Buy |
60,240
+335
| +0.6% | +$15.9K | 0.51% | 62 |
|
|
2019
Q1 | $2.9M | Sell |
59,905
-80
| -0.1% | -$3.87K | 0.54% | 64 |
|
|
2018
Q4 | $2.76M | Sell |
59,985
-1,445
| -2% | -$66.6K | 0.64% | 56 |
|
|
2018
Q3 | $3.23M | Sell |
61,430
-214
| -0.3% | -$11.2K | 0.65% | 56 |
|
|
2018
Q2 | $3.42M | Buy |
61,644
+274
| +0.4% | +$15.2K | 0.74% | 55 |
|
|
2018
Q1 | $3.22M | Sell |
61,370
-300
| -0.5% | -$15.7K | 0.74% | 56 |
|
|
2017
Q4 | $3.74M | Buy |
61,670
+620
| +1% | +$37.6K | 0.86% | 51 |
|
|
2017
Q3 | $3.37M | Sell |
61,050
-478
| -0.8% | -$26.4K | 0.83% | 49 |
|
|
2017
Q2 | $3.41M | Buy |
61,528
+990
| +2% | +$54.9K | 0.89% | 50 |
|
|
2017
Q1 | $3.37M | Buy |
60,538
+330
| +0.5% | +$18.4K | 0.92% | 47 |
|
|
2016
Q4 | $3.32M | Sell |
60,208
-14,800
| -20% | -$816K | 0.98% | 40 |
|
|
2016
Q3 | $3.32M | Buy |
75,008
+3,046
| +4% | +$135K | 1.04% | 35 |
|
|
2016
Q2 | $3.41M | Buy |
71,962
+9,190
| +15% | +$435K | 1.16% | 28 |
|
|
2016
Q1 | $3.04M | Buy |
62,772
+2,061
| +3% | +$99.7K | 1.07% | 30 |
|
|
2015
Q4 | $3.3M | Buy |
60,711
+868
| +1% | +$47.2K | 1.21% | 27 |
|
|
2015
Q3 | $3.07M | Sell |
59,843
-271
| -0.5% | -$13.9K | 1.24% | 28 |
|
|
2015
Q2 | $3.38M | Buy |
60,114
+236
| +0.4% | +$13.3K | 1.3% | 24 |
|
|
2015
Q1 | $3.26M | Buy |
59,878
+10,330
| +21% | +$562K | 1.26% | 24 |
|
|
2014
Q4 | $2.72M | Buy |
49,548
+42
| +0.1% | +$2.3K | 1.12% | 32 |
|
|
2014
Q3 | $2.57M | Buy |
49,506
+1,124
| +2% | +$58.3K | 1.13% | 31 |
|
|
2014
Q2 | $2.54M | Buy |
48,382
+6
| +0% | +$315 | 1.15% | 30 |
|
|
2014
Q1 | $2.41M | Buy |
48,376
+306
| +0.6% | +$15.2K | 1.18% | 31 |
|
|
2013
Q4 | $2.18M | Buy |
+48,070
| New | +$2.18M | 1.12% | 29 |
|