TCOV
Trust Company of Vermont’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
11,972
+473
| +4% | +$37.9K | 0.05% | 190 |
|
|
2025
Q1 | $826K | Sell |
11,499
-240
| -2% | -$17.2K | 0.04% | 198 |
|
|
2024
Q4 | $825K | Buy |
11,739
+660
| +6% | +$46.4K | 0.04% | 202 |
|
|
2024
Q3 | $626K | Sell |
11,079
-1,603
| -13% | -$90.6K | 0.03% | 213 |
|
|
2024
Q2 | $753K | Buy |
12,682
+432
| +4% | +$25.7K | 0.04% | 195 |
|
|
2024
Q1 | $710K | Buy |
12,250
+1,154
| +10% | +$66.9K | 0.04% | 201 |
|
|
2023
Q4 | $546K | Sell |
11,096
-566
| -5% | -$27.9K | 0.04% | 202 |
|
|
2023
Q3 | $477K | Buy |
11,662
+442
| +4% | +$18.1K | 0.03% | 221 |
|
|
2023
Q2 | $479K | Buy |
11,220
+150
| +1% | +$6.4K | 0.03% | 224 |
|
|
2023
Q1 | $414K | Sell |
11,070
-331
| -3% | -$12.4K | 0.03% | 239 |
|
|
2022
Q4 | $471K | Buy |
11,401
+2,590
| +29% | +$107K | 0.03% | 223 |
|
|
2022
Q3 | $354K | Hold |
8,811
| – | – | 0.03% | 238 |
|
|
2022
Q2 | $346K | Sell |
8,811
-331
| -4% | -$13K | 0.03% | 240 |
|
|
2022
Q1 | $443K | Buy |
9,142
+165
| +2% | +$8K | 0.03% | 234 |
|
|
2021
Q4 | $431K | Sell |
8,977
-5,713
| -39% | -$274K | 0.03% | 242 |
|
|
2021
Q3 | $681K | Sell |
14,690
-460
| -3% | -$21.3K | 0.05% | 196 |
|
|
2021
Q2 | $686K | Buy |
15,150
+2,120
| +16% | +$96K | 0.05% | 192 |
|
|
2021
Q1 | $510K | Sell |
13,030
-1,085
| -8% | -$42.5K | 0.04% | 217 |
|
|
2020
Q4 | $426K | Sell |
14,115
-14,785
| -51% | -$446K | 0.03% | 220 |
|
|
2020
Q3 | $679K | Sell |
28,900
-33,720
| -54% | -$792K | 0.06% | 173 |
|
|
2020
Q2 | $1.6M | Sell |
62,620
-52,462
| -46% | -$1.34M | 0.16% | 119 |
|
|
2020
Q1 | $3.3M | Sell |
115,082
-3,790
| -3% | -$109K | 0.31% | 86 |
|
|
2019
Q4 | $6.4M | Sell |
118,872
-1,260
| -1% | -$67.8K | 0.48% | 69 |
|
|
2019
Q3 | $6.06M | Sell |
120,132
-9,273
| -7% | -$468K | 0.49% | 68 |
|
|
2019
Q2 | $6.12M | Sell |
129,405
-11,049
| -8% | -$523K | 0.51% | 65 |
|
|
2019
Q1 | $6.79M | Sell |
140,454
-3,510
| -2% | -$170K | 0.58% | 59 |
|
|
2018
Q4 | $6.63M | Sell |
143,964
-3,923
| -3% | -$181K | 0.64% | 56 |
|
|
2018
Q3 | $7.77M | Sell |
147,887
-5,660
| -4% | -$297K | 0.66% | 52 |
|
|
2018
Q2 | $8.51M | Sell |
153,547
-7,423
| -5% | -$412K | 0.76% | 46 |
|
|
2018
Q1 | $8.44M | Sell |
160,970
-2,521
| -2% | -$132K | 0.8% | 40 |
|
|
2017
Q4 | $9.92M | Sell |
163,491
-2,514
| -2% | -$153K | 0.92% | 31 |
|
|
2017
Q3 | $9.16M | Sell |
166,005
-2,328
| -1% | -$128K | 0.91% | 33 |
|
|
2017
Q2 | $9.33M | Sell |
168,333
-3,060
| -2% | -$170K | 0.96% | 26 |
|
|
2017
Q1 | $9.54M | Sell |
171,393
-5,510
| -3% | -$307K | 1.03% | 23 |
|
|
2016
Q4 | $9.75M | Sell |
176,903
-28,807
| -14% | -$1.59M | 1.12% | 22 |
|
|
2016
Q3 | $9.11M | Buy |
205,710
+6,186
| +3% | +$274K | 1.14% | 23 |
|
|
2016
Q2 | $9.44M | Buy |
199,524
+9,004
| +5% | +$426K | 1.25% | 19 |
|
|
2016
Q1 | $9.21M | Buy |
190,520
+6,762
| +4% | +$327K | 1.29% | 18 |
|
|
2015
Q4 | $9.99M | Buy |
183,758
+7,505
| +4% | +$408K | 1.43% | 14 |
|
|
2015
Q3 | $9.05M | Buy |
176,253
+5,894
| +3% | +$303K | 1.41% | 15 |
|
|
2015
Q2 | $9.58M | Buy |
170,359
+4,400
| +3% | +$247K | 1.39% | 14 |
|
|
2015
Q1 | $9.03M | Buy |
165,959
+584
| +0.4% | +$31.8K | 1.31% | 16 |
|
|
2014
Q4 | $9.07M | Sell |
165,375
-1,925
| -1% | -$106K | 1.32% | 16 |
|
|
2014
Q3 | $8.68M | Buy |
167,300
+3,554
| +2% | +$184K | 1.31% | 19 |
|
|
2014
Q2 | $8.61M | Buy |
163,746
+1,775
| +1% | +$93.3K | 1.33% | 18 |
|
|
2014
Q1 | $8.06M | Buy |
161,971
+16,027
| +11% | +$797K | 1.32% | 18 |
|
|
2013
Q4 | $6.63M | Buy |
145,944
+11,184
| +8% | +$508K | 1.11% | 23 |
|
|
2013
Q3 | $5.57M | Buy |
134,760
+1,335
| +1% | +$55.2K | 1.02% | 25 |
|
|
2013
Q2 | $5.51M | Buy |
+133,425
| New | +$5.51M | 1.08% | 24 |
|