Wells Fargo’s Orange County Bancorp OBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $167K | Buy |
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|
2024
Q3 | $142K | Buy |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | $82.8K | Buy |
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|
2023
Q4 | $94.4K | Buy |
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|
2023
Q3 | $54.3K | Sell |
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|
2023
Q2 | $71.8K | Buy |
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|
2023
Q1 | $1.32K | Buy |
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|
2022
Q4 | $1.35K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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