TC
Trust Company’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
2,003
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $144K | Hold |
2,003
| – | – | 0.02% | 157 |
|
|
2024
Q4 | $141K | Sell |
2,003
-84
| -4% | -$5.9K | 0.02% | 154 |
|
|
2024
Q3 | $118K | Hold |
2,087
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $124K | Sell |
2,087
-250
| -11% | -$14.8K | 0.02% | 142 |
|
|
2024
Q1 | $135K | Buy |
2,337
+250
| +12% | +$14.5K | 0.02% | 137 |
|
|
2023
Q4 | $103K | Sell |
2,087
-713
| -25% | -$35.1K | 0.01% | 150 |
|
|
2023
Q3 | $114K | Sell |
2,800
-825
| -23% | -$33.7K | 0.02% | 144 |
|
|
2023
Q2 | $155K | Sell |
3,625
-319
| -8% | -$13.6K | 0.02% | 148 |
|
|
2023
Q1 | $147K | Sell |
3,944
-669
| -15% | -$25K | 0.02% | 146 |
|
|
2022
Q4 | $190K | Sell |
4,613
-94
| -2% | -$3.87K | 0.03% | 137 |
|
|
2022
Q3 | $189K | Sell |
4,707
-23,904
| -84% | -$960K | 0.04% | 128 |
|
|
2022
Q2 | $1.12M | Buy |
28,611
+2,575
| +10% | +$101K | 0.24% | 48 |
|
|
2022
Q1 | $1.26M | Buy |
26,036
+7,463
| +40% | +$362K | 0.25% | 52 |
|
|
2021
Q4 | $891K | Buy |
18,573
+8,488
| +84% | +$407K | 0.21% | 59 |
|
|
2021
Q3 | $468K | Buy |
10,085
+2,307
| +30% | +$107K | 0.12% | 72 |
|
|
2021
Q2 | $352K | Buy |
7,778
+4,403
| +130% | +$199K | 0.25% | 78 |
|
|
2021
Q1 | $132K | Sell |
3,375
-947
| -22% | -$37K | 0.1% | 122 |
|
|
2020
Q4 | $130K | Sell |
4,322
-1,594
| -27% | -$47.9K | 0.1% | 119 |
|
|
2020
Q3 | $139K | Buy |
5,916
+586
| +11% | +$13.8K | 0.12% | 118 |
|
|
2020
Q2 | $136K | Buy |
5,330
+1,029
| +24% | +$26.3K | 0.13% | 110 |
|
|
2020
Q1 | $123K | Buy |
4,301
+2,196
| +104% | +$62.8K | 0.14% | 97 |
|
|
2019
Q4 | $113K | Buy |
2,105
+324
| +18% | +$17.4K | 0.1% | 112 |
|
|
2019
Q3 | $90K | Buy |
1,781
+126
| +8% | +$6.37K | 0.09% | 117 |
|
|
2019
Q2 | $78K | Sell |
1,655
-247
| -13% | -$11.6K | 0.07% | 128 |
|
|
2019
Q1 | $92K | Hold |
1,902
| – | – | 0.05% | 121 |
|
|
2018
Q4 | $88K | Sell |
1,902
-1,525
| -44% | -$70.6K | 0.05% | 115 |
|
|
2018
Q3 | $180K | Sell |
3,427
-1,001
| -23% | -$52.6K | 0.08% | 82 |
|
|
2018
Q2 | $245K | Sell |
4,428
-17,731
| -80% | -$981K | 0.11% | 77 |
|
|
2018
Q1 | $1.16M | Sell |
22,159
-108,706
| -83% | -$5.7M | 0.43% | 38 |
|
|
2017
Q4 | $7.94M | Sell |
130,865
-14,299
| -10% | -$868K | 3.28% | 10 |
|
|
2017
Q3 | $8.01M | Buy |
145,164
+530
| +0.4% | +$29.2K | 4.41% | 5 |
|
|
2017
Q2 | $8.01M | Buy |
144,634
+16,861
| +13% | +$934K | 3.71% | 2 |
|
|
2017
Q1 | $7.11M | Buy |
127,773
+13,102
| +11% | +$729K | 3.23% | 2 |
|
|
2016
Q4 | $6.32M | Sell |
114,671
-14,181
| -11% | -$782K | 3.21% | 2 |
|
|
2016
Q3 | $5.71M | Buy |
128,852
+53,493
| +71% | +$2.37M | 2.5% | 5 |
|
|
2016
Q2 | $3.57M | Buy |
75,359
+5,711
| +8% | +$270K | 1.36% | 25 |
|
|
2016
Q1 | $3.37M | Buy |
69,648
+9,104
| +15% | +$440K | 1.54% | 26 |
|
|
2015
Q4 | $3.29M | Buy |
60,544
+3,314
| +6% | +$180K | 1.52% | 21 |
|
|
2015
Q3 | $2.94M | Buy |
57,230
+19,927
| +53% | +$1.02M | 1.67% | 17 |
|
|
2015
Q2 | $2.1M | Buy |
37,303
+8,861
| +31% | +$498K | 1.31% | 26 |
|
|
2015
Q1 | $1.55M | Buy |
+28,442
| New | +$1.55M | 0.98% | 49 |
|