WF
WoodTrust Financial’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
5,166
-994
| -16% | -$79.7K | 0.05% | 111 |
|
|
2025
Q1 | $442K | Sell |
6,160
-178
| -3% | -$12.8K | 0.06% | 119 |
|
|
2024
Q4 | $445K | Buy |
6,338
+342
| +6% | +$24K | 0.06% | 121 |
|
|
2024
Q3 | $339K | Buy |
5,996
+1,049
| +21% | +$59.3K | 0.05% | 133 |
|
|
2024
Q2 | $294K | Hold |
4,947
| – | – | 0.05% | 143 |
|
|
2024
Q1 | $287 | Buy |
4,947
+46
| +0.9% | +$3 | 0.05% | 145 |
|
|
2023
Q4 | $241K | Hold |
4,901
| – | – | 0.04% | 150 |
|
|
2023
Q3 | $200K | Hold |
4,901
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $209K | Buy |
+4,901
| New | +$209K | 0.04% | 144 |
|
|
2023
Q1 | – | Sell |
-4,901
| Closed | -$202K | – | 155 |
|
|
2022
Q4 | $202K | Buy |
+4,901
| New | +$202K | 0.04% | 145 |
|
|
2022
Q3 | – | Sell |
-5,558
| Closed | -$218K | – | 152 |
|
|
2022
Q2 | $218K | Buy |
+5,558
| New | +$218K | 0.05% | 137 |
|
|
2018
Q4 | – | Sell |
-3,962
| Closed | -$208K | – | 77 |
|
|
2018
Q3 | $208K | Sell |
3,962
-49,470
| -93% | -$2.6M | 0.1% | 75 |
|
|
2018
Q2 | $2.96M | Sell |
53,432
-27,384
| -34% | -$1.52M | 1.55% | 20 |
|
|
2018
Q1 | $4.24M | Buy |
80,816
+880
| +1% | +$46.1K | 2.27% | 13 |
|
|
2017
Q4 | $4.85M | Buy |
+79,936
| New | +$4.85M | 2.58% | 11 |
|