Wells Fargo’s First United FUNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
3,864
+3,328
| +621% | +$103K | ﹤0.01% | 4690 |
|
|
2025
Q1 | $16.1K | Buy |
536
+535
| +53,500% | +$16.1K | ﹤0.01% | 5311 |
|
|
2024
Q4 | $28 | Buy |
+1
| New | +$28 | ﹤0.01% | 6115 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6204 |
|
|
2024
Q2 | – | Sell |
-994
| Closed | -$22.8K | – | 6446 |
|
|
2024
Q1 | $22.8K | Buy |
994
+1
| +0.1% | +$23 | ﹤0.01% | 5161 |
|
|
2023
Q4 | $23.3K | Buy |
993
+148
| +18% | +$3.48K | ﹤0.01% | 5156 |
|
|
2023
Q3 | $13.7K | Sell |
845
-1
| -0.1% | -$16 | ﹤0.01% | 5354 |
|
|
2023
Q2 | $12.1K | Buy |
846
+2
| +0.2% | +$29 | ﹤0.01% | 5560 |
|
|
2023
Q1 | $14.2K | Hold |
844
| – | – | ﹤0.01% | 5425 |
|
|
2022
Q4 | $16.6K | Buy |
844
+1
| +0.1% | +$20 | ﹤0.01% | 5028 |
|
|
2022
Q3 | $14K | Buy |
843
+125
| +17% | +$2.08K | ﹤0.01% | 5216 |
|
|
2022
Q2 | $13K | Buy |
718
+180
| +33% | +$3.26K | ﹤0.01% | 5346 |
|
|
2022
Q1 | $12K | Buy |
538
+2
| +0.4% | +$45 | ﹤0.01% | 5849 |
|
|
2021
Q4 | $10K | Sell |
536
-2
| -0.4% | -$37 | ﹤0.01% | 5993 |
|
|
2021
Q3 | $10K | Sell |
538
-4
| -0.7% | -$74 | ﹤0.01% | 5870 |
|
|
2021
Q2 | $10K | Sell |
542
-2,326
| -81% | -$42.9K | ﹤0.01% | 5805 |
|
|
2021
Q1 | $51K | Sell |
2,868
-8,817
| -75% | -$157K | ﹤0.01% | 5454 |
|
|
2020
Q4 | $181K | Sell |
11,685
-414
| -3% | -$6.41K | ﹤0.01% | 4986 |
|
|
2020
Q3 | $142K | Sell |
12,099
-1,195
| -9% | -$14K | ﹤0.01% | 4936 |
|
|
2020
Q2 | $177K | Sell |
13,294
-1,127
| -8% | -$15K | ﹤0.01% | 4798 |
|
|
2020
Q1 | $206K | Buy |
14,421
+992
| +7% | +$14.2K | ﹤0.01% | 4500 |
|
|
2019
Q4 | $323K | Sell |
13,429
-138
| -1% | -$3.32K | ﹤0.01% | 4566 |
|
|
2019
Q3 | $299K | Sell |
13,567
-1,472
| -10% | -$32.4K | ﹤0.01% | 4577 |
|
|
2019
Q2 | $297K | Sell |
15,039
-2,423
| -14% | -$47.9K | ﹤0.01% | 4583 |
|
|
2019
Q1 | $301K | Buy |
17,462
+1,077
| +7% | +$18.6K | ﹤0.01% | 4555 |
|
|
2018
Q4 | $261K | Buy |
16,385
+2,098
| +15% | +$33.4K | ﹤0.01% | 4590 |
|
|
2018
Q3 | $269K | Buy |
14,287
+5,935
| +71% | +$112K | ﹤0.01% | 4686 |
|
|
2018
Q2 | $171K | Buy |
8,352
+8,202
| +5,468% | +$168K | ﹤0.01% | 4921 |
|
|
2018
Q1 | $3K | Sell |
150
-201
| -57% | -$4.02K | ﹤0.01% | 5713 |
|
|
2017
Q4 | $6K | Sell |
351
-95
| -21% | -$1.62K | ﹤0.01% | 5616 |
|
|
2017
Q3 | $7K | Buy |
+446
| New | +$7K | ﹤0.01% | 5575 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 5844 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 5871 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 5867 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 5857 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 5829 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 5958 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 5941 |
|
|
2015
Q3 | – | Sell |
-23,050
| Closed | -$200K | – | 5945 |
|
|
2015
Q2 | $200K | Sell |
23,050
-3,693
| -14% | -$32K | ﹤0.01% | 4469 |
|
|
2015
Q1 | $244K | Buy |
26,743
+26,742
| +2,674,200% | +$244K | ﹤0.01% | 4210 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5970 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5967 |
|
|
2014
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5910 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5695 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5569 |
|
|
2013
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5539 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 5464 |
|