Tompkins Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Hold |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $188K | Hold |
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|
2023
Q3 | $156K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $153K | Hold |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $185K | Sell |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $643K | Buy |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $358K | Hold |
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|
2018
Q3 | $409K | Sell |
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|
2018
Q2 | $437K | Sell |
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|
2018
Q1 | $465K | Buy |
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|
2017
Q4 | $309K | Sell |
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|
2017
Q3 | $287K | Sell |
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|
2017
Q2 | $339K | Buy |
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|
2017
Q1 | $324K | Sell |
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|
2016
Q4 | $2.1M | Sell |
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|
2016
Q3 | $1.72M | Sell |
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|
2016
Q2 | $2.05M | Sell |
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|
2016
Q1 | $2.14M | Sell |
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|
2015
Q4 | $2.47M | Buy |
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|
2015
Q3 | $2.1M | Sell |
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|
2015
Q2 | $2.35M | Sell |
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|
2015
Q1 | $2.33M | Sell |
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|
2014
Q4 | $2.38M | Buy |
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|
2014
Q3 | $2.24M | Sell |
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|
2014
Q2 | $2.28M | Sell |
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|
2014
Q1 | $2.21M | Sell |
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|
2013
Q4 | $2.15M | Sell |
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|
2013
Q3 | $1.96M | Buy |
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|
2013
Q2 | $1.77M | Buy |
|