Washington Trust Advisors’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 | $419K | Buy |
5,234
+22
| +0.4% | +$1.76K | 0.03% | 144 |
|
|
2025
Q1 | $374K | Sell |
5,212
-1,775
| -25% | -$127K | 0.03% | 147 |
|
|
2024
Q4 | $491K | Buy |
6,987
+169
| +2% | +$11.9K | 0.04% | 130 |
|
|
2024
Q3 | $385K | Sell |
6,818
-166
| -2% | -$9.38K | 0.03% | 144 |
|
|
2024
Q2 | $415K | Sell |
6,984
-250
| -3% | -$14.8K | 0.04% | 134 |
|
|
2024
Q1 | $419K | Buy |
7,234
+84
| +1% | +$4.87K | 0.04% | 133 |
|
|
2023
Q4 | $352K | Buy |
7,150
+100
| +1% | +$4.92K | 0.03% | 142 |
|
|
2023
Q3 | $288K | Buy |
7,050
+2,300
| +48% | +$94K | 0.03% | 151 |
|
|
2023
Q2 | $203K | Sell |
4,750
-523
| -10% | -$22.3K | 0.02% | 180 |
|
|
2023
Q1 | $197K | Sell |
5,273
-383
| -7% | -$14.3K | 0.02% | 184 |
|
|
2022
Q4 | $234K | Sell |
5,656
-4,829
| -46% | -$199K | 0.03% | 170 |
|
|
2022
Q3 | $422K | Buy |
10,485
+290
| +3% | +$11.7K | 0.04% | 141 |
|
|
2022
Q2 | $400K | Buy |
10,195
+2,374
| +30% | +$93.1K | 0.04% | 145 |
|
|
2022
Q1 | $379K | Sell |
7,821
-1,696
| -18% | -$82.2K | 0.03% | 175 |
|
|
2021
Q4 | $457K | Buy |
+9,517
| New | +$457K | 0.03% | 167 |
|