Wells Fargo’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Buy |
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2025
Q1 | $1.21M | Buy |
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2024
Q4 | $1.35M | Buy |
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2024
Q3 | $1.17M | Buy |
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2024
Q2 | $1.09M | Buy |
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2024
Q1 | $973K | Buy |
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2023
Q4 | $1.08M | Buy |
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2023
Q3 | $877K | Sell |
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2023
Q2 | $1.18M | Buy |
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2023
Q1 | $1.1M | Buy |
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2022
Q4 | $1.27M | Buy |
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2022
Q3 | $1.14M | Sell |
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2022
Q2 | $1.36M | Buy |
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2022
Q1 | $875K | Sell |
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2021
Q4 | $966K | Buy |
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2021
Q3 | $645K | Sell |
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2021
Q2 | $607K | Sell |
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2021
Q1 | $698K | Sell |
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2020
Q4 | $1.12M | Sell |
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2020
Q3 | $1.07M | Buy |
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2020
Q2 | $924K | Buy |
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2020
Q1 | $774K | Buy |
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2019
Q4 | $913K | Sell |
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2019
Q3 | $833K | Buy |
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2019
Q2 | $828K | Buy |
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2019
Q1 | $805K | Buy |
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2018
Q4 | $751K | Buy |
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2018
Q3 | $522K | Buy |
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2018
Q2 | $559K | Sell |
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2018
Q1 | $574K | Sell |
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2017
Q4 | $678K | Sell |
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2017
Q3 | $778K | Sell |
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2017
Q2 | $718K | Sell |
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2017
Q1 | $793K | Sell |
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2016
Q4 | $973K | Buy |
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2016
Q3 | $197K | Sell |
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2016
Q2 | $199K | Buy |
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2016
Q1 | $185K | Buy |
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2015
Q4 | $185K | Buy |
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2015
Q3 | $171K | Sell |
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2015
Q2 | $207K | Buy |
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2015
Q1 | $123K | Sell |
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2014
Q4 | $137K | Buy |
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2014
Q3 | $106K | Sell |
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2014
Q2 | $195K | Buy |
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