Wells Fargo’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $502K | Sell |
21,277
-121
| -0.6% | -$2.85K | ﹤0.01% | 3791 |
|
2025
Q1 | $515K | Buy |
21,398
+7,311
| +52% | +$176K | ﹤0.01% | 3661 |
|
2024
Q4 | $294K | Buy |
14,087
+3,403
| +32% | +$71K | ﹤0.01% | 4067 |
|
2024
Q3 | $209K | Buy |
10,684
+310
| +3% | +$6.07K | ﹤0.01% | 4159 |
|
2024
Q2 | $171K | Buy |
10,374
+2,266
| +28% | +$37.4K | ﹤0.01% | 4263 |
|
2024
Q1 | $140K | Buy |
8,108
+1,053
| +15% | +$18.2K | ﹤0.01% | 4324 |
|
2023
Q4 | $134K | Buy |
7,055
+1,449
| +26% | +$27.5K | ﹤0.01% | 4329 |
|
2023
Q3 | $94K | Sell |
5,606
-3,758
| -40% | -$63K | ﹤0.01% | 4480 |
|
2023
Q2 | $141K | Buy |
9,364
+4,988
| +114% | +$74.9K | ﹤0.01% | 4544 |
|
2023
Q1 | $63.8K | Buy |
4,376
+1,575
| +56% | +$23K | ﹤0.01% | 4755 |
|
2022
Q4 | $38.8K | Sell |
2,801
-37
| -1% | -$512 | ﹤0.01% | 4669 |
|
2022
Q3 | $30K | Sell |
2,838
-253
| -8% | -$2.67K | ﹤0.01% | 4881 |
|
2022
Q2 | $33K | Sell |
3,091
-4,562
| -60% | -$48.7K | ﹤0.01% | 4939 |
|
2022
Q1 | $98K | Sell |
7,653
-5,378
| -41% | -$68.9K | ﹤0.01% | 5024 |
|
2021
Q4 | $180K | Buy |
13,031
+11,835
| +990% | +$163K | ﹤0.01% | 4952 |
|
2021
Q3 | $12K | Buy |
1,196
+927
| +345% | +$9.3K | ﹤0.01% | 5823 |
|
2021
Q2 | $2K | Sell |
269
-13,423
| -98% | -$99.8K | ﹤0.01% | 6221 |
|
2021
Q1 | $122K | Sell |
13,692
-37,255
| -73% | -$332K | ﹤0.01% | 5066 |
|
2020
Q4 | $255K | Sell |
50,947
-1,358
| -3% | -$6.8K | ﹤0.01% | 4836 |
|
2020
Q3 | $258K | Sell |
52,305
-5,643
| -10% | -$27.8K | ﹤0.01% | 4666 |
|
2020
Q2 | $374K | Buy |
57,948
+11,819
| +26% | +$76.3K | ﹤0.01% | 4395 |
|
2020
Q1 | $240K | Buy |
46,129
+2,018
| +5% | +$10.5K | ﹤0.01% | 4409 |
|
2019
Q4 | $359K | Sell |
44,111
-222
| -0.5% | -$1.81K | ﹤0.01% | 4494 |
|
2019
Q3 | $323K | Buy |
44,333
+656
| +2% | +$4.78K | ﹤0.01% | 4531 |
|
2019
Q2 | $275K | Buy |
43,677
+2,175
| +5% | +$13.7K | ﹤0.01% | 4621 |
|
2019
Q1 | $262K | Buy |
41,502
+214
| +0.5% | +$1.35K | ﹤0.01% | 4618 |
|
2018
Q4 | $231K | Buy |
41,288
+63
| +0.2% | +$352 | ﹤0.01% | 4647 |
|
2018
Q3 | $412K | Buy |
41,225
+1,005
| +2% | +$10K | ﹤0.01% | 4451 |
|
2018
Q2 | $273K | Buy |
40,220
+9,583
| +31% | +$65K | ﹤0.01% | 4715 |
|
2018
Q1 | $194K | Sell |
30,637
-351
| -1% | -$2.22K | ﹤0.01% | 4809 |
|
2017
Q4 | $184K | Buy |
30,988
+5,944
| +24% | +$35.3K | ﹤0.01% | 4820 |
|
2017
Q3 | $156K | Buy |
25,044
+10,100
| +68% | +$62.9K | ﹤0.01% | 4846 |
|
2017
Q2 | $105K | Buy |
14,944
+1
| +0% | +$7 | ﹤0.01% | 4939 |
|
2017
Q1 | $108K | Hold |
14,943
| – | – | ﹤0.01% | 4929 |
|
2016
Q4 | $93K | Buy |
14,943
+7,096
| +90% | +$44.2K | ﹤0.01% | 4954 |
|
2016
Q3 | $47K | Sell |
7,847
-1,438
| -15% | -$8.61K | ﹤0.01% | 5074 |
|
2016
Q2 | $51K | Sell |
9,285
-495
| -5% | -$2.72K | ﹤0.01% | 4982 |
|
2016
Q1 | $56K | Buy |
9,780
+1,783
| +22% | +$10.2K | ﹤0.01% | 4989 |
|
2015
Q4 | $49K | Buy |
7,997
+10
| +0.1% | +$61 | ﹤0.01% | 5081 |
|
2015
Q3 | $51K | Buy |
7,987
+6,487
| +432% | +$41.4K | ﹤0.01% | 5052 |
|
2015
Q2 | $11K | Buy |
1,500
+1,050
| +233% | +$7.7K | ﹤0.01% | 5541 |
|
2015
Q1 | $3K | Buy |
450
+86
| +24% | +$573 | ﹤0.01% | 5679 |
|
2014
Q4 | $3K | Buy |
364
+3
| +0.8% | +$25 | ﹤0.01% | 5708 |
|
2014
Q3 | $3K | Sell |
361
-197
| -35% | -$1.64K | ﹤0.01% | 5724 |
|
2014
Q2 | $5K | Buy |
558
+557
| +55,700% | +$4.99K | ﹤0.01% | 5611 |
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5816 |
|
2013
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5695 |
|