United Bank (Virginia)’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 | $320K | Hold |
4,000
| – | – | 0.04% | 115 |
|
|
2025
Q1 | $287K | Hold |
4,000
| – | – | 0.04% | 121 |
|
|
2024
Q4 | $281K | Hold |
4,000
| – | – | 0.03% | 114 |
|
|
2024
Q3 | $226K | Hold |
4,000
| – | – | 0.03% | 128 |
|
|
2024
Q2 | $238K | Hold |
4,000
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $232K | Buy |
+4,000
| New | +$232K | 0.03% | 132 |
|
|
2023
Q1 | – | Sell |
-4,919
| Closed | -$203K | – | 168 |
|
|
2022
Q4 | $203K | Buy |
+4,919
| New | +$203K | 0.03% | 148 |
|
|
2022
Q2 | – | Sell |
-4,819
| Closed | -$234K | – | 165 |
|
|
2022
Q1 | $234K | Hold |
4,819
| – | – | 0.03% | 148 |
|
|
2021
Q4 | $231K | Hold |
4,819
| – | – | 0.03% | 156 |
|
|
2021
Q3 | $224K | Hold |
4,819
| – | – | 0.03% | 157 |
|
|
2021
Q2 | $218K | Sell |
4,819
-1,400
| -23% | -$63.3K | 0.03% | 158 |
|
|
2021
Q1 | $243K | Buy |
+6,219
| New | +$243K | 0.03% | 155 |
|
|
2020
Q1 | – | Sell |
-3,849
| Closed | -$207K | – | 137 |
|
|
2019
Q4 | $207K | Buy |
+3,849
| New | +$207K | 0.04% | 135 |
|
|
2019
Q1 | – | Sell |
-13,922
| Closed | -$641K | – | 155 |
|
|
2018
Q4 | $641K | Buy |
+13,922
| New | +$641K | 0.13% | 80 |
|
|
2018
Q1 | – | Sell |
-5,386
| Closed | -$327K | – | 143 |
|
|
2017
Q4 | $327K | Buy |
+5,386
| New | +$327K | 0.08% | 110 |
|