SVT
Wells Fargo’s Servotronics SVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,000
| Closed | -$244K | – | 6772 |
|
|
2025
Q1 | $244K | Buy |
23,000
+22,000
| +2,200% | +$233K | ﹤0.01% | 4122 |
|
|
2024
Q4 | $11.1K | Hold |
1,000
| – | – | ﹤0.01% | 5413 |
|
|
2024
Q3 | $11.3K | Sell |
1,000
-22,807
| -96% | -$258K | ﹤0.01% | 5363 |
|
|
2024
Q2 | $283K | Sell |
23,807
-12
| -0.1% | -$143 | ﹤0.01% | 3929 |
|
|
2024
Q1 | $328K | Hold |
23,819
| – | – | ﹤0.01% | 3817 |
|
|
2023
Q4 | $298K | Sell |
23,819
-3,847
| -14% | -$48.1K | ﹤0.01% | 3852 |
|
|
2023
Q3 | $305K | Buy |
27,666
+3,849
| +16% | +$42.4K | ﹤0.01% | 3800 |
|
|
2023
Q2 | $327K | Buy |
23,817
+1
| +0% | +$14 | ﹤0.01% | 4041 |
|
|
2023
Q1 | $252K | Buy |
23,816
+23,806
| +238,060% | +$252K | ﹤0.01% | 4042 |
|
|
2022
Q4 | $106 | Hold |
10
| – | – | ﹤0.01% | 6449 |
|
|
2022
Q3 | $0 | Sell |
10
-1
| -9% | – | ﹤0.01% | 6993 |
|
|
2022
Q2 | $0 | Sell |
11
-514
| -98% | – | ﹤0.01% | 7127 |
|
|
2022
Q1 | $8K | Hold |
525
| – | – | ﹤0.01% | 5999 |
|
|
2021
Q4 | $7K | Buy |
525
+515
| +5,150% | +$6.87K | ﹤0.01% | 6096 |
|
|
2021
Q3 | $0 | Sell |
10
-1
| -9% | – | ﹤0.01% | 7107 |
|
|
2021
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 7000 |
|
|
2021
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 6929 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 6613 |
|
|
2020
Q3 | $0 | Buy |
11
+4
| +57% | – | ﹤0.01% | 6455 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 6367 |
|
|
2020
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 6337 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6204 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 6174 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6167 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6070 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6017 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6040 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6030 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6004 |
|
|
2017
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5972 |
|
|
2017
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5983 |
|
|
2017
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5946 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 5951 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 5963 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 5944 |
|
|
2016
Q2 | – | Sell |
-1
| Closed | – | – | 5943 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6050 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6049 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6065 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 6152 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 6052 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | – | – | 6077 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6060 |
|
|
2014
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6002 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5810 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5687 |
|
|
2013
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5647 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 5565 |
|