Wells Fargo’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $280K | Sell |
16,526
-17,387
| -51% | -$298K | ﹤0.01% | 4491 |
|
|
2025
Q4 | $620K | Buy |
33,913
+9,860
| +41% | +$180K | ﹤0.01% | 4325 |
|
|
2025
Q3 | $461K | Buy |
24,053
+2,776
| +13% | +$61.8K | ﹤0.01% | 4364 |
|
|
2025
Q2 | $502K | Sell |
21,277
-121
| -0.6% | -$2.7K | ﹤0.01% | 4148 |
|
|
2025
Q1 | $515K | Buy |
21,398
+7,311
| +52% | +$155K | ﹤0.01% | 4077 |
|
|
2024
Q4 | $294K | Buy |
14,087
+3,403
| +32% | +$71.2K | ﹤0.01% | 4545 |
|
|
2024
Q3 | $209K | Buy |
10,684
+310
| +3% | +$5.76K | ﹤0.01% | 4544 |
|
|
2024
Q2 | $171K | Buy |
10,374
+2,266
| +28% | +$37.9K | ﹤0.01% | 4618 |
|
|
2024
Q1 | $140K | Buy |
8,108
+1,053
| +15% | +$18.9K | ﹤0.01% | 4691 |
|
|
2023
Q4 | $134K | Buy |
7,055
+1,449
| +26% | +$25.1K | ﹤0.01% | 4726 |
|
|
2023
Q3 | $94K | Sell |
5,606
-3,758
| -40% | -$59.7K | ﹤0.01% | 4814 |
|
|
2023
Q2 | $141K | Buy |
9,364
+4,988
| +114% | +$69.4K | ﹤0.01% | 4803 |
|
|
2023
Q1 | $63.8K | Buy |
4,376
+1,575
| +56% | +$24K | ﹤0.01% | 5040 |
|
|
2022
Q4 | $38.8K | Sell |
2,801
-37
| -1% | -$476 | ﹤0.01% | 4977 |
|
|
2022
Q3 | $30K | Sell |
2,838
-253
| -8% | -$2.89K | ﹤0.01% | 5195 |
|
|
2022
Q2 | $33K | Sell |
3,091
-4,562
| -60% | -$51.3K | ﹤0.01% | 5217 |
|
|
2022
Q1 | $98K | Sell |
7,653
-5,378
| -41% | -$69.2K | ﹤0.01% | 5345 |
|
|
2021
Q4 | $180K | Buy |
13,031
+11,835
| +990% | +$166K | ﹤0.01% | 5323 |
|
|
2021
Q3 | $12K | Buy |
1,196
+927
| +345% | +$9.07K | ﹤0.01% | 6150 |
|
|
2021
Q2 | $2K | Sell |
269
-13,423
| -98% | -$142K | ﹤0.01% | 6563 |
|
|
2021
Q1 | $122K | Sell |
13,692
-37,255
| -73% | -$215K | ﹤0.01% | 5396 |
|
|
2020
Q4 | $255K | Sell |
50,947
-1,358
| -3% | -$7.04K | ﹤0.01% | 4954 |
|
|
2020
Q3 | $258K | Sell |
52,305
-5,643
| -10% | -$30.5K | ﹤0.01% | 4815 |
|
|
2020
Q2 | $374K | Buy |
57,948
+11,819
| +26% | +$69.4K | ﹤0.01% | 4526 |
|
|
2020
Q1 | $240K | Buy |
46,129
+2,018
| +5% | +$13.6K | ﹤0.01% | 4566 |
|
|
2019
Q4 | $359K | Sell |
44,111
-222
| -0.5% | -$1.7K | ﹤0.01% | 4606 |
|
|
2019
Q3 | $323K | Buy |
44,333
+656
| +2% | +$4.43K | ﹤0.01% | 4676 |
|
|
2019
Q2 | $275K | Buy |
43,677
+2,175
| +5% | +$13.4K | ﹤0.01% | 4780 |
|
|
2019
Q1 | $262K | Buy |
41,502
+214
| +0.5% | +$1.28K | ﹤0.01% | 4685 |
|
|
2018
Q4 | $231K | Buy |
41,288
+63
| +0.2% | +$362 | ﹤0.01% | 4824 |
|
|
2018
Q3 | $412K | Buy |
41,225
+1,005
| +2% | +$6.7K | ﹤0.01% | 4574 |
|
|
2018
Q2 | $273K | Buy |
40,220
+9,583
| +31% | +$62K | ﹤0.01% | 4866 |
|
|
2018
Q1 | $194K | Sell |
30,637
-351
| -1% | -$2.13K | ﹤0.01% | 5000 |
|
|
2017
Q4 | $184K | Buy |
30,988
+5,944
| +24% | +$38.8K | ﹤0.01% | 5000 |
|
|
2017
Q3 | $156K | Buy |
25,044
+10,100
| +68% | +$66K | ﹤0.01% | 5040 |
|
|
2017
Q2 | $105K | Buy |
14,944
+1
| +0% | +$7 | ﹤0.01% | 5149 |
|
|
2017
Q1 | $108K | Hold |
14,943
| – | – | ﹤0.01% | 5163 |
|
|
2016
Q4 | $93K | Buy |
14,943
+7,096
| +90% | +$44.1K | ﹤0.01% | 5184 |
|
|
2016
Q3 | $47K | Sell |
7,847
-1,438
| -15% | -$7.91K | ﹤0.01% | 5323 |
|
|
2016
Q2 | $51K | Sell |
9,285
-495
| -5% | -$2.7K | ﹤0.01% | 5196 |
|
|
2016
Q1 | $56K | Buy |
9,780
+1,783
| +22% | +$10.5K | ﹤0.01% | 5184 |
|
|
2015
Q4 | $49K | Buy |
7,997
+10
| +0.1% | +$67 | ﹤0.01% | 5293 |
|
|
2015
Q3 | $51K | Buy |
7,987
+6,487
| +432% | +$40.7K | ﹤0.01% | 5262 |
|
|
2015
Q2 | $11K | Buy |
1,500
+1,050
| +233% | +$7.08K | ﹤0.01% | 5783 |
|
|
2015
Q1 | $3K | Buy |
450
+86
| +24% | +$614 | ﹤0.01% | 5919 |
|
|
2014
Q4 | $3K | Buy |
364
+3
| +0.8% | +$23 | ﹤0.01% | 5965 |
|
|
2014
Q3 | $3K | Sell |
361
-197
| -35% | -$1.45K | ﹤0.01% | 5941 |
|
|
2014
Q2 | $5K | Buy |
558
+557
| +55,700% | +$5.15K | ﹤0.01% | 5803 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6108 |
|
|
2013
Q4 | $0 | Buy |
+1
| New | +$8 | ﹤0.01% | 5952 |
|
Other funds holding TIPT
VCM
VCM
SCP
KCM
HA
N