Wells Fargo’s Orange County Bancorp OBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
5,777
-356
| -6% | -$9.2K | ﹤0.01% | 4548 |
|
|
2025
Q1 | $143K | Buy |
6,133
+135
| +2% | +$3.16K | ﹤0.01% | 4458 |
|
|
2024
Q4 | $167K | Buy |
5,998
+1,304
| +28% | +$36.2K | ﹤0.01% | 4411 |
|
|
2024
Q3 | $142K | Buy |
4,694
+204
| +5% | +$6.15K | ﹤0.01% | 4415 |
|
|
2024
Q2 | $119K | Buy |
4,490
+890
| +25% | +$23.5K | ﹤0.01% | 4475 |
|
|
2024
Q1 | $82.8K | Buy |
3,600
+466
| +15% | +$10.7K | ﹤0.01% | 4627 |
|
|
2023
Q4 | $94.4K | Buy |
3,134
+620
| +25% | +$18.7K | ﹤0.01% | 4532 |
|
|
2023
Q3 | $54.3K | Sell |
2,514
-1,368
| -35% | -$29.5K | ﹤0.01% | 4791 |
|
|
2023
Q2 | $71.8K | Buy |
3,882
+3,822
| +6,370% | +$70.7K | ﹤0.01% | 4959 |
|
|
2023
Q1 | $1.32K | Buy |
60
+2
| +3% | +$44 | ﹤0.01% | 5983 |
|
|
2022
Q4 | $1.35K | Buy |
58
+2
| +4% | +$47 | ﹤0.01% | 5770 |
|
|
2022
Q3 | $1K | Buy |
56
+42
| +300% | +$750 | ﹤0.01% | 6081 |
|
|
2022
Q2 | $0 | Buy |
14
+2
| +17% | – | ﹤0.01% | 6968 |
|
|
2022
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 7063 |
|
|
2021
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 7047 |
|
|
2021
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 6975 |
|