TSWM
Triangle Securities Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
29,899
-4,708
| -14% | -$377K | 0.59% | 51 |
|
|
2025
Q1 | $2.48M | Sell |
34,607
-454
| -1% | -$32.6K | 0.64% | 47 |
|
|
2024
Q4 | $2.46M | Sell |
35,061
-630
| -2% | -$44.3K | 0.63% | 45 |
|
|
2024
Q3 | $2.02M | Sell |
35,691
-974
| -3% | -$55K | 0.52% | 58 |
|
|
2024
Q2 | $2.18M | Sell |
36,665
-852
| -2% | -$50.6K | 0.61% | 52 |
|
|
2024
Q1 | $2.17M | Sell |
37,517
-35
| -0.1% | -$2.03K | 0.62% | 49 |
|
|
2023
Q4 | $1.85M | Sell |
37,552
-648
| -2% | -$31.9K | 0.57% | 58 |
|
|
2023
Q3 | $1.56M | Sell |
38,200
-1,142
| -3% | -$46.7K | 0.56% | 58 |
|
|
2023
Q2 | $1.68M | Sell |
39,342
-1,701
| -4% | -$72.6K | 0.58% | 56 |
|
|
2023
Q1 | $1.53M | Sell |
41,043
-600
| -1% | -$22.4K | 0.55% | 60 |
|
|
2022
Q4 | $1.72M | Sell |
41,643
-213
| -0.5% | -$8.8K | 0.63% | 51 |
|
|
2022
Q3 | $1.68M | Buy |
41,856
+403
| +1% | +$16.2K | 0.69% | 46 |
|
|
2022
Q2 | $1.62M | Buy |
41,453
+887
| +2% | +$34.8K | 0.63% | 52 |
|
|
2022
Q1 | $1.97M | Sell |
40,566
-2,726
| -6% | -$132K | 0.66% | 47 |
|
|
2021
Q4 | $2.08M | Buy |
43,292
+720
| +2% | +$34.5K | 0.65% | 44 |
|
|
2021
Q3 | $1.98M | Buy |
42,572
+2,684
| +7% | +$125K | 0.67% | 45 |
|
|
2021
Q2 | $1.81M | Buy |
39,888
+651
| +2% | +$29.5K | 0.61% | 55 |
|
|
2021
Q1 | $1.53M | Buy |
39,237
+100
| +0.3% | +$3.91K | 0.55% | 63 |
|
|
2020
Q4 | $1.18M | Sell |
39,137
-2,309
| -6% | -$69.7K | 0.47% | 73 |
|
|
2020
Q3 | $974K | Sell |
41,446
-436
| -1% | -$10.2K | 0.44% | 73 |
|
|
2020
Q2 | $1.07M | Buy |
41,882
+5,056
| +14% | +$129K | 0.51% | 68 |
|
|
2020
Q1 | $1.06M | Sell |
36,826
-10,842
| -23% | -$311K | 0.61% | 56 |
|
|
2019
Q4 | $2.57M | Sell |
47,668
-934
| -2% | -$50.3K | 1.11% | 27 |
|
|
2019
Q3 | $2.45M | Buy |
48,602
+2,351
| +5% | +$119K | 1.2% | 23 |
|
|
2019
Q2 | $2.2M | Buy |
46,251
+109
| +0.2% | +$5.18K | 1.12% | 25 |
|
|
2019
Q1 | $2.23M | Sell |
46,142
-589
| -1% | -$28.5K | 1.17% | 23 |
|
|
2018
Q4 | $2.15M | Sell |
46,731
-2,846
| -6% | -$131K | 1.27% | 23 |
|
|
2018
Q3 | $2.61M | Buy |
49,577
+62
| +0.1% | +$3.26K | 1.38% | 18 |
|
|
2018
Q2 | $2.75M | Buy |
49,515
+103
| +0.2% | +$5.71K | 1.53% | 16 |
|
|
2018
Q1 | $2.59M | Sell |
49,412
-58
| -0.1% | -$3.04K | 1.49% | 16 |
|
|
2017
Q4 | $3M | Buy |
49,470
+412
| +0.8% | +$25K | 1.71% | 13 |
|
|
2017
Q3 | $2.71M | Buy |
49,058
+291
| +0.6% | +$16.1K | 1.61% | 13 |
|
|
2017
Q2 | $2.7M | Buy |
48,767
+1,781
| +4% | +$98.7K | 1.79% | 13 |
|
|
2017
Q1 | $2.62M | Sell |
46,986
-71
| -0.2% | -$3.95K | 1.67% | 13 |
|
|
2016
Q4 | $2.59M | Sell |
47,057
-581
| -1% | -$32K | 1.73% | 14 |
|
|
2016
Q3 | $2.11M | Buy |
47,638
+1,103
| +2% | +$48.8K | 1.46% | 21 |
|
|
2016
Q2 | $2.2M | Sell |
46,535
-1,039
| -2% | -$49.2K | 1.64% | 18 |
|
|
2016
Q1 | $2.3M | Buy |
47,574
+3,277
| +7% | +$158K | 1.5% | 20 |
|
|
2015
Q4 | $2.41M | Buy |
44,297
+50
| +0.1% | +$2.72K | 1.61% | 17 |
|
|
2015
Q3 | $2.27M | Buy |
44,247
+3,750
| +9% | +$193K | 1.72% | 14 |
|
|
2015
Q2 | $2.28M | Buy |
40,497
+5
| +0% | +$281 | 1.61% | 16 |
|
|
2015
Q1 | $2.2M | Buy |
40,492
+473
| +1% | +$25.7K | 1.53% | 17 |
|
|
2014
Q4 | $2.19M | Sell |
40,019
-825
| -2% | -$45.2K | 1.56% | 18 |
|
|
2014
Q3 | $2.12M | Sell |
40,844
-76
| -0.2% | -$3.94K | 1.63% | 16 |
|
|
2014
Q2 | $2.15M | Sell |
40,920
-6,265
| -13% | -$329K | 1.65% | 16 |
|
|
2014
Q1 | $1.75M | Buy |
47,185
+4,733
| +11% | +$175K | 1.57% | 17 |
|
|
2013
Q4 | $1.93M | Sell |
42,452
-223
| -0.5% | -$10.1K | 1.56% | 18 |
|
|
2013
Q3 | $1.76M | Sell |
42,675
-4,970
| -10% | -$205K | 1.54% | 19 |
|
|
2013
Q2 | $1.97M | Buy |
+47,645
| New | +$1.97M | 1.45% | 17 |
|