WSFS
Wilmington Savings Fund Society’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Sell |
68,691
-369
| -0.5% | -$29.6K | 0.1% | 163 |
|
|
2025
Q1 | $4.96M | Sell |
69,060
-1,370
| -2% | -$98.4K | 0.09% | 171 |
|
|
2024
Q4 | $4.95M | Buy |
70,430
+10,057
| +17% | +$706K | 0.09% | 183 |
|
|
2024
Q3 | $3.41M | Buy |
60,373
+51,927
| +615% | +$2.93M | 0.06% | 229 |
|
|
2024
Q2 | $502K | Buy |
8,446
+3,332
| +65% | +$198K | 0.02% | 257 |
|
|
2024
Q1 | $296K | Buy |
+5,114
| New | +$296K | 0.01% | 309 |
|
|
2023
Q3 | $244K | Sell |
5,963
-89
| -1% | -$3.64K | 0.01% | 321 |
|
|
2023
Q2 | $258K | Sell |
6,052
-37
| -0.6% | -$1.58K | 0.01% | 328 |
|
|
2023
Q1 | $227K | Buy |
6,089
+89
| +1% | +$3.32K | 0.01% | 329 |
|
|
2022
Q4 | $248K | Sell |
6,000
-100
| -2% | -$4.13K | 0.01% | 320 |
|
|
2022
Q3 | $245K | Sell |
6,100
-332
| -5% | -$13.3K | 0.01% | 319 |
|
|
2022
Q2 | $252K | Buy |
6,432
+37
| +0.6% | +$1.45K | 0.01% | 325 |
|
|
2022
Q1 | $310K | Sell |
6,395
-100
| -2% | -$4.85K | 0.01% | 315 |
|
|
2021
Q4 | $311K | Buy |
6,495
+1,599
| +33% | +$76.6K | 0.01% | 325 |
|
|
2021
Q3 | $227K | Sell |
4,896
-300
| -6% | -$13.9K | 0.01% | 366 |
|
|
2021
Q2 | $235K | Sell |
5,196
-875
| -14% | -$39.6K | 0.01% | 366 |
|
|
2021
Q1 | $237K | Sell |
6,071
-1,420
| -19% | -$55.4K | 0.01% | 345 |
|
|
2020
Q4 | $226K | Sell |
7,491
-24,492
| -77% | -$739K | 0.01% | 342 |
|
|
2020
Q3 | $751K | Sell |
31,983
-198,885
| -86% | -$4.67M | 0.03% | 235 |
|
|
2020
Q2 | $5.91M | Sell |
230,868
-81,178
| -26% | -$2.08M | 0.29% | 90 |
|
|
2020
Q1 | $8.96M | Sell |
312,046
-3,880
| -1% | -$111K | 0.53% | 62 |
|
|
2019
Q4 | $17M | Buy |
315,926
+36,323
| +13% | +$1.95M | 0.86% | 36 |
|
|
2019
Q3 | $14.1M | Sell |
279,603
-450
| -0.2% | -$22.7K | 0.77% | 40 |
|
|
2019
Q2 | $13.3M | Buy |
280,053
+678
| +0.2% | +$32.1K | 0.72% | 42 |
|
|
2019
Q1 | $13.5M | Sell |
279,375
-4,863
| -2% | -$235K | 0.74% | 40 |
|
|
2018
Q4 | $13.1M | Sell |
284,238
-3,917
| -1% | -$181K | 0.8% | 39 |
|
|
2018
Q3 | $15.1M | Sell |
288,155
-2,991
| -1% | -$157K | 0.8% | 37 |
|
|
2018
Q2 | $16.1M | Buy |
291,146
+12,846
| +5% | +$712K | 0.9% | 31 |
|
|
2018
Q1 | $14.6M | Sell |
278,300
-6,183
| -2% | -$324K | 0.83% | 36 |
|
|
2017
Q4 | $17.3M | Sell |
284,483
-6,384
| -2% | -$387K | 0.94% | 29 |
|
|
2017
Q3 | $16M | Buy |
290,867
+2,355
| +0.8% | +$130K | 0.92% | 28 |
|
|
2017
Q2 | $16M | Sell |
288,512
-118,097
| -29% | -$6.54M | 0.95% | 27 |
|
|
2017
Q1 | $22.6M | Sell |
406,609
-9,209
| -2% | -$513K | 1.37% | 14 |
|
|
2016
Q4 | $22.9M | Sell |
415,818
-13,945
| -3% | -$769K | 1.44% | 14 |
|
|
2016
Q3 | $19M | Buy |
429,763
+19,930
| +5% | +$882K | 1.2% | 20 |
|
|
2016
Q2 | $19.4M | Buy |
409,833
+8,595
| +2% | +$407K | 1.23% | 17 |
|
|
2016
Q1 | $19.4M | Sell |
401,238
-41,520
| -9% | -$2.01M | 1.25% | 18 |
|
|
2015
Q4 | $24.1M | Sell |
442,758
-853
| -0.2% | -$46.4K | 1.51% | 13 |
|
|
2015
Q3 | $22.8M | Buy |
443,611
+592
| +0.1% | +$30.4K | 1.46% | 14 |
|
|
2015
Q2 | $24.9M | Buy |
443,019
+6,516
| +1% | +$366K | 1.45% | 11 |
|
|
2015
Q1 | $23.7M | Sell |
436,503
-21,598
| -5% | -$1.17M | 1.35% | 12 |
|
|
2014
Q4 | $25.1M | Sell |
458,101
-9,341
| -2% | -$512K | 1.41% | 13 |
|
|
2014
Q3 | $24.2M | Sell |
467,442
-7,712
| -2% | -$400K | 1.38% | 11 |
|
|
2014
Q2 | $25M | Sell |
475,154
-5,918
| -1% | -$311K | 1.38% | 11 |
|
|
2014
Q1 | $23.9M | Sell |
481,072
-4,606
| -0.9% | -$229K | 1.34% | 13 |
|
|
2013
Q4 | $22.1M | Buy |
485,678
+16,073
| +3% | +$730K | 1.24% | 16 |
|
|
2013
Q3 | $19.4M | Buy |
469,605
+52,379
| +13% | +$2.16M | 1.2% | 14 |
|
|
2013
Q2 | $17.2M | Buy |
+417,226
| New | +$17.2M | 1.11% | 20 |
|