WTB
Washington Trust Bank’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
19,265
+529
| +3% | +$42.4K | 0.13% | 92 |
|
|
2025
Q1 | $1.35M | Buy |
18,736
+377
| +2% | +$27.1K | 0.13% | 88 |
|
|
2024
Q4 | $1.29M | Buy |
18,359
+2,622
| +17% | +$184K | 0.12% | 90 |
|
|
2024
Q3 | $889K | Buy |
15,737
+130
| +0.8% | +$7.34K | 0.09% | 102 |
|
|
2024
Q2 | $927K | Sell |
15,607
-1,175
| -7% | -$69.8K | 0.09% | 96 |
|
|
2024
Q1 | $973K | Buy |
16,782
+7,472
| +80% | +$433K | 0.09% | 101 |
|
|
2023
Q4 | $458K | Sell |
9,310
-828
| -8% | -$40.8K | 0.04% | 143 |
|
|
2023
Q3 | $414K | Buy |
10,138
+1,059
| +12% | +$43.3K | 0.04% | 142 |
|
|
2023
Q2 | $387K | Buy |
9,079
+368
| +4% | +$15.7K | 0.04% | 148 |
|
|
2023
Q1 | $326K | Sell |
8,711
-4,419
| -34% | -$165K | 0.03% | 169 |
|
|
2022
Q4 | $542K | Buy |
13,130
+3,448
| +36% | +$142K | 0.06% | 126 |
|
|
2022
Q3 | $390K | Hold |
9,682
| – | – | 0.05% | 147 |
|
|
2022
Q2 | $379K | Sell |
9,682
-1,761
| -15% | -$68.9K | 0.05% | 152 |
|
|
2022
Q1 | $554K | Sell |
11,443
-10,045
| -47% | -$486K | 0.06% | 129 |
|
|
2021
Q4 | $1.03M | Hold |
21,488
| – | – | 0.1% | 96 |
|
|
2021
Q3 | $997K | Sell |
21,488
-2,317
| -10% | -$108K | 0.12% | 91 |
|
|
2021
Q2 | $1.08M | Sell |
23,805
-640
| -3% | -$29K | 0.13% | 87 |
|
|
2021
Q1 | $955K | Sell |
24,445
-817
| -3% | -$31.9K | 0.12% | 94 |
|
|
2020
Q4 | $762K | Sell |
25,262
-2,446
| -9% | -$73.8K | 0.1% | 110 |
|
|
2020
Q3 | $652K | Sell |
27,708
-11,222
| -29% | -$264K | 0.1% | 102 |
|
|
2020
Q2 | $997K | Buy |
38,930
+4,801
| +14% | +$123K | 0.16% | 82 |
|
|
2020
Q1 | $980K | Sell |
34,129
-3,178
| -9% | -$91.3K | 0.19% | 77 |
|
|
2019
Q4 | $2.01M | Sell |
37,307
-1,319
| -3% | -$71K | 0.29% | 67 |
|
|
2019
Q3 | $1.95M | Buy |
38,626
+279
| +0.7% | +$14.1K | 0.32% | 62 |
|
|
2019
Q2 | $1.81M | Sell |
38,347
-392
| -1% | -$18.5K | 0.3% | 68 |
|
|
2019
Q1 | $1.87M | Buy |
38,739
+5,354
| +16% | +$259K | 0.3% | 67 |
|
|
2018
Q4 | $1.54M | Sell |
33,385
-1,371
| -4% | -$63.2K | 0.2% | 91 |
|
|
2018
Q3 | $1.83M | Sell |
34,756
-9,906
| -22% | -$521K | 0.27% | 71 |
|
|
2018
Q2 | $2.48M | Sell |
44,662
-30,890
| -41% | -$1.71M | 0.34% | 61 |
|
|
2018
Q1 | $3.96M | Sell |
75,552
-9,701
| -11% | -$508K | 0.57% | 45 |
|
|
2017
Q4 | $5.17M | Sell |
85,253
-2,158
| -2% | -$131K | 0.76% | 37 |
|
|
2017
Q3 | $4.82M | Buy |
87,411
+1,419
| +2% | +$78.3K | 0.76% | 38 |
|
|
2017
Q2 | $4.77M | Buy |
85,992
+338
| +0.4% | +$18.7K | 1.02% | 18 |
|
|
2017
Q1 | $4.77M | Buy |
85,654
+10,367
| +14% | +$577K | 1.03% | 18 |
|
|
2016
Q4 | $4.15M | Buy |
75,287
+4,303
| +6% | +$237K | 0.94% | 19 |
|
|
2016
Q3 | $3.14M | Buy |
70,984
+1,082
| +2% | +$47.9K | 0.76% | 29 |
|
|
2016
Q2 | $3.31M | Buy |
69,902
+884
| +1% | +$41.8K | 0.86% | 27 |
|
|
2016
Q1 | $3.34M | Sell |
69,018
-3,072
| -4% | -$149K | 0.86% | 23 |
|
|
2015
Q4 | $3.92M | Sell |
72,090
-285
| -0.4% | -$15.5K | 0.85% | 25 |
|
|
2015
Q3 | $3.72M | Buy |
72,375
+2,140
| +3% | +$110K | 0.99% | 15 |
|
|
2015
Q2 | $3.95M | Hold |
70,235
| – | – | 0.96% | 15 |
|
|
2015
Q1 | $3.82M | Sell |
70,235
-1,586
| -2% | -$86.3K | 0.92% | 15 |
|
|
2014
Q4 | $3.94M | Buy |
71,821
+123
| +0.2% | +$6.74K | 1.03% | 19 |
|
|
2014
Q3 | $3.72M | Sell |
71,698
-2,475
| -3% | -$128K | 1.17% | 14 |
|
|
2014
Q2 | $3.9M | Buy |
74,173
+522
| +0.7% | +$27.4K | 0.79% | 47 |
|
|
2014
Q1 | $3.66M | Buy |
+73,651
| New | +$3.66M | 0.77% | 47 |
|
|
2013
Q4 | – | Sell |
-25,481
| Closed | -$1.05M | – | 3 |
|
|
2013
Q3 | $1.05M | Buy |
25,481
+5,590
| +28% | +$231K | 0.27% | 83 |
|
|
2013
Q2 | $821K | Buy |
+19,891
| New | +$821K | 0.24% | 85 |
|