Tompkins Financial’s Wells Fargo WFC Stock Holding History

Tompkins Financial’s Portfolio WFC Stock Details WFC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Sell	3,045 -2,000	-40%	-$160K	0.02%	167
2025 Q1	$362K	Buy	5,045 +112	+2%	+$8.04K	0.03%	139
2024 Q4	$346K	Buy	4,933 +1,113	+29%	+$78.2K	0.03%	142
2024 Q3	$216K	Hold	3,820	–	–	0.02%	187
2024 Q2	$227K	Hold	3,820	–	–	0.02%	180
2024 Q1	$221K	Hold	3,820	–	–	0.03%	185
2023 Q4	$188K	Hold	3,820	–	–	0.02%	203
2023 Q3	$156K	Hold	3,820	–	–	0.02%	196
2023 Q2	$163K	Hold	3,820	–	–	0.03%	201
2023 Q1	$143K	Hold	3,820	–	–	0.02%	218
2022 Q4	$158K	Hold	3,820	–	–	0.03%	208
2022 Q3	$153K	Hold	3,820	–	–	0.03%	202
2022 Q2	$150K	Hold	3,820	–	–	0.02%	207
2022 Q1	$185K	Sell	3,820 -1,203	-24%	-$58.3K	0.03%	200
2021 Q4	$241K	Sell	5,023 -1,841	-27%	-$88.3K	0.04%	125
2021 Q3	$318K	Buy	+6,864	New	+$318K	0.06%	114
2021 Q1	$267K	Sell	6,838 -1,074	-14%	-$41.9K	0.05%	125
2020 Q4	$239K	Sell	7,912 -2,335	-23%	-$70.5K	0.04%	125
2020 Q3	$241K	Sell	10,247 -400	-4%	-$9.41K	0.05%	138
2020 Q2	$272K	Sell	10,647 -100	-0.9%	-$2.56K	0.06%	136
2020 Q1	$308K	Sell	10,747 -1,213	-10%	-$34.8K	0.07%	118
2019 Q4	$643K	Buy	11,960 +7,763	+185%	+$417K	0.12%	103
2019 Q3	$212K	Sell	4,197 -42	-1%	-$2.12K	0.04%	151
2019 Q2	$201K	Sell	4,239 -1,470	-26%	-$69.7K	0.04%	154
2019 Q1	$276K	Sell	5,709 -2,072	-27%	-$100K	0.05%	145
2018 Q4	$358K	Hold	7,781	–	–	0.08%	127
2018 Q3	$409K	Sell	7,781 -100	-1%	-$5.26K	0.08%	129
2018 Q2	$437K	Sell	7,881 -1,000	-11%	-$55.5K	0.09%	125
2018 Q1	$465K	Buy	8,881 +3,789	+74%	+$198K	0.1%	123
2017 Q4	$309K	Sell	5,092 -120	-2%	-$7.28K	0.07%	144
2017 Q3	$287K	Sell	5,212 -908	-15%	-$50K	0.07%	144
2017 Q2	$339K	Buy	6,120 +291	+5%	+$16.1K	0.09%	122
2017 Q1	$324K	Sell	5,829 -32,324	-85%	-$1.8M	0.08%	121
2016 Q4	$2.1M	Sell	38,153 -638	-2%	-$35.2K	0.55%	53
2016 Q3	$1.72M	Sell	38,791 -4,569	-11%	-$202K	0.49%	57
2016 Q2	$2.05M	Sell	43,360 -917	-2%	-$43.4K	0.61%	45
2016 Q1	$2.14M	Sell	44,277 -1,208	-3%	-$58.4K	0.68%	43
2015 Q4	$2.47M	Buy	45,485 +4,572	+11%	+$249K	0.79%	30
2015 Q3	$2.1M	Sell	40,913 -835	-2%	-$42.9K	0.68%	37
2015 Q2	$2.35M	Sell	41,748 -990	-2%	-$55.7K	0.64%	37
2015 Q1	$2.33M	Sell	42,738 -637	-1%	-$34.7K	0.58%	40
2014 Q4	$2.38M	Buy	43,375 +124	+0.3%	+$6.8K	0.59%	39
2014 Q3	$2.24M	Sell	43,251 -209	-0.5%	-$10.8K	0.59%	32
2014 Q2	$2.28M	Sell	43,460 -934	-2%	-$49.1K	0.56%	35
2014 Q1	$2.21M	Sell	44,394 -2,983	-6%	-$148K	0.56%	34
2013 Q4	$2.15M	Sell	47,377 -103	-0.2%	-$4.68K	0.56%	34
2013 Q3	$1.96M	Buy	47,480 +4,578	+11%	+$189K	0.55%	35
2013 Q2	$1.77M	Buy	+42,902	New	+$1.77M	0.54%	37