Wells Fargo’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
29,003
+1,854
| +7% | +$91.5K | ﹤0.01% | 3153 |
|
|
2025
Q1 | $1.21M | Buy |
27,149
+817
| +3% | +$36.3K | ﹤0.01% | 3145 |
|
|
2024
Q4 | $1.35M | Buy |
26,332
+1,275
| +5% | +$65.3K | ﹤0.01% | 3078 |
|
|
2024
Q3 | $1.17M | Buy |
25,057
+1,122
| +5% | +$52.6K | ﹤0.01% | 3106 |
|
|
2024
Q2 | $1.09M | Buy |
23,935
+1,354
| +6% | +$61.7K | ﹤0.01% | 3122 |
|
|
2024
Q1 | $973K | Buy |
22,581
+312
| +1% | +$13.5K | ﹤0.01% | 3160 |
|
|
2023
Q4 | $1.08M | Buy |
22,269
+389
| +2% | +$18.9K | ﹤0.01% | 3065 |
|
|
2023
Q3 | $877K | Sell |
21,880
-5,011
| -19% | -$201K | ﹤0.01% | 3166 |
|
|
2023
Q2 | $1.18M | Buy |
26,891
+1,416
| +6% | +$62K | ﹤0.01% | 3170 |
|
|
2023
Q1 | $1.1M | Buy |
25,475
+1,039
| +4% | +$45K | ﹤0.01% | 3092 |
|
|
2022
Q4 | $1.27M | Buy |
24,436
+186
| +0.8% | +$9.64K | ﹤0.01% | 2924 |
|
|
2022
Q3 | $1.14M | Sell |
24,250
-68
| -0.3% | -$3.19K | ﹤0.01% | 2958 |
|
|
2022
Q2 | $1.36M | Buy |
24,318
+6,992
| +40% | +$390K | ﹤0.01% | 2905 |
|
|
2022
Q1 | $875K | Sell |
17,326
-1,018
| -6% | -$51.4K | ﹤0.01% | 3769 |
|
|
2021
Q4 | $966K | Buy |
18,344
+4,191
| +30% | +$221K | ﹤0.01% | 3880 |
|
|
2021
Q3 | $645K | Sell |
14,153
-91
| -0.6% | -$4.15K | ﹤0.01% | 4263 |
|
|
2021
Q2 | $607K | Sell |
14,244
-2,278
| -14% | -$97.1K | ﹤0.01% | 4259 |
|
|
2021
Q1 | $698K | Sell |
16,522
-14,055
| -46% | -$594K | ﹤0.01% | 4203 |
|
|
2020
Q4 | $1.12M | Sell |
30,577
-347
| -1% | -$12.7K | ﹤0.01% | 3879 |
|
|
2020
Q3 | $1.07M | Buy |
30,924
+6,716
| +28% | +$233K | ﹤0.01% | 3722 |
|
|
2020
Q2 | $924K | Buy |
24,208
+4,732
| +24% | +$181K | ﹤0.01% | 3773 |
|
|
2020
Q1 | $774K | Buy |
19,476
+1,340
| +7% | +$53.3K | ﹤0.01% | 3614 |
|
|
2019
Q4 | $913K | Sell |
18,136
-277
| -2% | -$13.9K | ﹤0.01% | 3850 |
|
|
2019
Q3 | $833K | Buy |
18,413
+10
| +0.1% | +$452 | ﹤0.01% | 3912 |
|
|
2019
Q2 | $828K | Buy |
18,403
+598
| +3% | +$26.9K | ﹤0.01% | 3935 |
|
|
2019
Q1 | $805K | Buy |
17,805
+753
| +4% | +$34K | ﹤0.01% | 3995 |
|
|
2018
Q4 | $751K | Buy |
17,052
+4,715
| +38% | +$208K | ﹤0.01% | 3962 |
|
|
2018
Q3 | $522K | Buy |
12,337
+459
| +4% | +$19.4K | ﹤0.01% | 4308 |
|
|
2018
Q2 | $559K | Sell |
11,878
-696
| -6% | -$32.8K | ﹤0.01% | 4269 |
|
|
2018
Q1 | $574K | Sell |
12,574
-1,991
| -14% | -$90.9K | ﹤0.01% | 4195 |
|
|
2017
Q4 | $678K | Sell |
14,565
-1,713
| -11% | -$79.7K | ﹤0.01% | 4094 |
|
|
2017
Q3 | $778K | Sell |
16,278
-138
| -0.8% | -$6.6K | ﹤0.01% | 3954 |
|
|
2017
Q2 | $718K | Sell |
16,416
-2,553
| -13% | -$112K | ﹤0.01% | 3890 |
|
|
2017
Q1 | $793K | Sell |
18,969
-1,005
| -5% | -$42K | ﹤0.01% | 3848 |
|
|
2016
Q4 | $973K | Buy |
19,974
+15,130
| +312% | +$737K | ﹤0.01% | 3645 |
|
|
2016
Q3 | $197K | Sell |
4,844
-237
| -5% | -$9.64K | ﹤0.01% | 4327 |
|
|
2016
Q2 | $199K | Buy |
5,081
+97
| +2% | +$3.8K | ﹤0.01% | 4276 |
|
|
2016
Q1 | $185K | Buy |
4,984
+104
| +2% | +$3.86K | ﹤0.01% | 4308 |
|
|
2015
Q4 | $185K | Buy |
4,880
+2
| +0% | +$76 | ﹤0.01% | 4355 |
|
|
2015
Q3 | $171K | Sell |
4,878
-343
| -7% | -$12K | ﹤0.01% | 4391 |
|
|
2015
Q2 | $207K | Buy |
5,221
+2,489
| +91% | +$98.7K | ﹤0.01% | 4451 |
|
|
2015
Q1 | $123K | Sell |
2,732
-25
| -0.9% | -$1.13K | ﹤0.01% | 4511 |
|
|
2014
Q4 | $137K | Buy |
2,757
+460
| +20% | +$22.9K | ﹤0.01% | 4466 |
|
|
2014
Q3 | $106K | Sell |
2,297
-1,500
| -40% | -$69.2K | ﹤0.01% | 4535 |
|
|
2014
Q2 | $195K | Buy |
+3,797
| New | +$195K | ﹤0.01% | 4298 |
|