Union Savings Bank’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
1,293
| – | – | 0.05% | 171 |
|
|
2025
Q1 | $92.8K | Hold |
1,293
| – | – | 0.05% | 182 |
|
|
2024
Q4 | $90.8K | Hold |
1,293
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $73K | Hold |
1,293
| – | – | 0.04% | 201 |
|
|
2024
Q2 | $76.8K | Hold |
1,293
| – | – | 0.04% | 195 |
|
|
2024
Q1 | $74.9K | Sell |
1,293
-110
| -8% | -$6.37K | 0.04% | 198 |
|
|
2023
Q4 | $69.1K | Hold |
1,403
| – | – | 0.04% | 199 |
|
|
2023
Q3 | $57.3K | Hold |
1,403
| – | – | 0.04% | 202 |
|
|
2023
Q2 | $64.7K | Buy |
+1,403
| New | +$64.7K | 0.04% | 199 |
|