WhitTier Trust Company’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
26,655
-150
| -0.6% | -$12K | 0.05% | 238 |
|
|
2025
Q1 | $1.92M | Sell |
26,805
-80
| -0.3% | -$5.74K | 0.05% | 235 |
|
|
2024
Q4 | $1.89M | Sell |
26,885
-184
| -0.7% | -$12.9K | 0.05% | 238 |
|
|
2024
Q3 | $1.53M | Sell |
27,069
-2,402
| -8% | -$136K | 0.04% | 249 |
|
|
2024
Q2 | $1.75M | Buy |
29,471
+1,143
| +4% | +$67.9K | 0.05% | 229 |
|
|
2024
Q1 | $1.64M | Buy |
28,328
+2,846
| +11% | +$165K | 0.05% | 238 |
|
|
2023
Q4 | $1.25M | Sell |
25,482
-3,970
| -13% | -$195K | 0.04% | 258 |
|
|
2023
Q3 | $1.2M | Sell |
29,452
-118
| -0.4% | -$4.82K | 0.04% | 260 |
|
|
2023
Q2 | $1.26M | Sell |
29,570
-866
| -3% | -$37K | 0.04% | 260 |
|
|
2023
Q1 | $1.14M | Sell |
30,436
-1,277
| -4% | -$47.7K | 0.04% | 259 |
|
|
2022
Q4 | $1.31M | Sell |
31,713
-572
| -2% | -$23.6K | 0.05% | 248 |
|
|
2022
Q3 | $1.3M | Sell |
32,285
-76
| -0.2% | -$3.06K | 0.06% | 247 |
|
|
2022
Q2 | $1.27M | Buy |
32,361
+1,344
| +4% | +$52.6K | 0.05% | 247 |
|
|
2022
Q1 | $1.5M | Sell |
31,017
-624
| -2% | -$30.2K | 0.05% | 240 |
|
|
2021
Q4 | $1.52M | Sell |
31,641
-166
| -0.5% | -$7.96K | 0.06% | 239 |
|
|
2021
Q3 | $1.48M | Sell |
31,807
-305
| -0.9% | -$14.1K | 0.06% | 227 |
|
|
2021
Q2 | $1.45M | Sell |
32,112
-658
| -2% | -$29.8K | 0.06% | 226 |
|
|
2021
Q1 | $1.28M | Sell |
32,770
-247
| -0.7% | -$9.65K | 0.06% | 234 |
|
|
2020
Q4 | $997K | Sell |
33,017
-14,013
| -30% | -$423K | 0.05% | 243 |
|
|
2020
Q3 | $1.11M | Sell |
47,030
-5,966
| -11% | -$140K | 0.06% | 210 |
|
|
2020
Q2 | $1.36M | Sell |
52,996
-61,241
| -54% | -$1.57M | 0.09% | 185 |
|
|
2020
Q1 | $3.28M | Sell |
114,237
-6,175
| -5% | -$177K | 0.25% | 95 |
|
|
2019
Q4 | $6.48M | Sell |
120,412
-10,777
| -8% | -$580K | 0.41% | 67 |
|
|
2019
Q3 | $6.62M | Sell |
131,189
-13,678
| -9% | -$690K | 0.46% | 58 |
|
|
2019
Q2 | $6.85M | Sell |
144,867
-2,947
| -2% | -$139K | 0.49% | 56 |
|
|
2019
Q1 | $7.14M | Sell |
147,814
-154,078
| -51% | -$7.44M | 0.53% | 53 |
|
|
2018
Q4 | $13.9M | Sell |
301,892
-7,491
| -2% | -$345K | 1.15% | 20 |
|
|
2018
Q3 | $16.3M | Buy |
309,383
+1,203
| +0.4% | +$63.2K | 1.18% | 17 |
|
|
2018
Q2 | $17.1M | Sell |
308,180
-274
| -0.1% | -$15.2K | 1.34% | 14 |
|
|
2018
Q1 | $16.2M | Buy |
308,454
+3,838
| +1% | +$201K | 1.32% | 12 |
|
|
2017
Q4 | $18.5M | Buy |
304,616
+6,816
| +2% | +$414K | 1.58% | 7 |
|
|
2017
Q3 | $16.4M | Sell |
297,800
-5,339
| -2% | -$294K | 1.53% | 8 |
|
|
2017
Q2 | $16.8M | Buy |
303,139
+4,390
| +1% | +$243K | 1.62% | 7 |
|
|
2017
Q1 | $16.6M | Buy |
298,749
+1,712
| +0.6% | +$95.3K | 1.66% | 7 |
|
|
2016
Q4 | $16.4M | Buy |
297,037
+2,905
| +1% | +$160K | 1.74% | 8 |
|
|
2016
Q3 | $13M | Sell |
294,132
-1,275
| -0.4% | -$56.4K | 1.48% | 10 |
|
|
2016
Q2 | $14M | Sell |
295,407
-182
| -0.1% | -$8.61K | 1.6% | 9 |
|
|
2016
Q1 | $14.3M | Buy |
295,589
+6,434
| +2% | +$311K | 1.67% | 7 |
|
|
2015
Q4 | $15.7M | Buy |
289,155
+1,771
| +0.6% | +$96.3K | 1.84% | 4 |
|
|
2015
Q3 | $14.8M | Buy |
287,384
+5,611
| +2% | +$288K | 1.8% | 3 |
|
|
2015
Q2 | $15.8M | Buy |
281,773
+784
| +0.3% | +$44.1K | 1.76% | 3 |
|
|
2015
Q1 | $15.3M | Buy |
280,989
+1,111
| +0.4% | +$60.4K | 1.69% | 5 |
|
|
2014
Q4 | $15.3M | Buy |
279,878
+640
| +0.2% | +$35.1K | 1.72% | 6 |
|
|
2014
Q3 | $14.5M | Buy |
279,238
+1,268
| +0.5% | +$65.8K | 1.66% | 7 |
|
|
2014
Q2 | $14.6M | Sell |
277,970
-9,249
| -3% | -$486K | 1.64% | 7 |
|
|
2014
Q1 | $14.3M | Sell |
287,219
-2,724
| -0.9% | -$135K | 1.67% | 6 |
|
|
2013
Q4 | $13.2M | Buy |
289,943
+2,177
| +0.8% | +$98.8K | 1.59% | 8 |
|
|
2013
Q3 | $11.9M | Buy |
287,766
+1,530
| +0.5% | +$63.2K | 1.6% | 9 |
|
|
2013
Q2 | $11.8M | Buy |
+286,236
| New | +$11.8M | 1.7% | 9 |
|