Bank of Montreal’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $332M | Sell |
4,140,865
-792,433
| -16% | -$63.5M | 0.16% | 106 |
|
2025
Q1 | $354M | Sell |
4,933,298
-1,166,470
| -19% | -$83.7M | 0.17% | 101 |
|
2024
Q4 | $428M | Sell |
6,099,768
-948,338
| -13% | -$66.6M | 0.2% | 88 |
|
2024
Q3 | $394M | Sell |
7,048,106
-473,317
| -6% | -$26.5M | 0.17% | 102 |
|
2024
Q2 | $467M | Sell |
7,521,423
-195,361
| -3% | -$12.1M | 0.14% | 89 |
|
2024
Q1 | $445M | Sell |
7,716,784
-71,212
| -0.9% | -$4.1M | 0.13% | 90 |
|
2023
Q4 | $394M | Buy |
7,787,996
+1,316,433
| +20% | +$66.6M | 0.12% | 93 |
|
2023
Q3 | $303M | Sell |
6,471,563
-296,442
| -4% | -$13.9M | 0.11% | 109 |
|
2023
Q2 | $317M | Sell |
6,768,005
-1,281,821
| -16% | -$60.1M | 0.11% | 96 |
|
2023
Q1 | $377M | Buy |
8,049,826
+536,993
| +7% | +$25.2M | 0.15% | 79 |
|
2022
Q4 | $354M | Buy |
7,512,833
+1,139,619
| +18% | +$53.7M | 0.15% | 84 |
|
2022
Q3 | $299K | Buy |
6,373,214
+1,386,026
| +28% | +$64.9K | 0.13% | 89 |
|
2022
Q2 | $234K | Sell |
4,987,188
-257,896
| -5% | -$12.1K | 0.11% | 114 |
|
2022
Q1 | $269M | Sell |
5,245,084
-7,702,242
| -59% | -$396M | 0.13% | 108 |
|
2021
Q4 | $648M | Buy |
12,947,326
+3,298,682
| +34% | +$165M | 0.34% | 61 |
|
2021
Q3 | $479M | Buy |
9,648,644
+1,296,777
| +16% | +$64.4M | 0.22% | 81 |
|
2021
Q2 | $391M | Buy |
8,351,867
+1,764,725
| +27% | +$82.7M | 0.19% | 92 |
|
2021
Q1 | $264M | Sell |
6,587,142
-1,876,612
| -22% | -$75.1M | 0.17% | 102 |
|
2020
Q4 | $281M | Sell |
8,463,754
-952,480
| -10% | -$31.7M | 0.19% | 94 |
|
2020
Q3 | $228M | Buy |
9,416,234
+947,538
| +11% | +$22.9M | 0.19% | 98 |
|
2020
Q2 | $204M | Buy |
8,468,696
+829,856
| +11% | +$19.9M | 0.19% | 102 |
|
2020
Q1 | $208M | Sell |
7,638,840
-2,621,105
| -26% | -$71.3M | 0.24% | 79 |
|
2019
Q4 | $552M | Sell |
10,259,945
-954,513
| -9% | -$51.4M | 0.41% | 47 |
|
2019
Q3 | $566M | Buy |
11,214,458
+752,201
| +7% | +$37.9M | 0.49% | 42 |
|
2019
Q2 | $495M | Buy |
10,462,257
+212,618
| +2% | +$10.1M | 0.42% | 45 |
|
2019
Q1 | $495M | Buy |
10,249,639
+1,179,153
| +13% | +$57M | 0.42% | 44 |
|
2018
Q4 | $418M | Sell |
9,070,486
-1,207,431
| -12% | -$55.6M | 0.4% | 51 |
|
2018
Q3 | $540M | Sell |
10,277,917
-166,484
| -2% | -$8.75M | 0.42% | 45 |
|
2018
Q2 | $579M | Buy |
10,444,401
+704,990
| +7% | +$39.1M | 0.48% | 37 |
|
2018
Q1 | $510M | Sell |
9,739,411
-3,469,149
| -26% | -$182M | 0.46% | 42 |
|
2017
Q4 | $801M | Sell |
13,208,560
-831,075
| -6% | -$50.4M | 0.7% | 26 |
|
2017
Q3 | $774M | Buy |
14,039,635
+400,637
| +3% | +$22.1M | 0.71% | 24 |
|
2017
Q2 | $756M | Sell |
13,638,998
-1,080,844
| -7% | -$59.9M | 0.72% | 24 |
|
2017
Q1 | $819M | Sell |
14,719,842
-2,208,266
| -13% | -$123M | 0.78% | 22 |
|
2016
Q4 | $896M | Buy |
16,928,108
+1,743,952
| +11% | +$92.3M | 0.94% | 16 |
|
2016
Q3 | $672M | Sell |
15,184,156
-1,864,289
| -11% | -$82.6M | 0.73% | 21 |
|
2016
Q2 | $807M | Buy |
17,048,445
+641,090
| +4% | +$30.3M | 0.92% | 17 |
|
2016
Q1 | $793M | Buy |
16,407,355
+1,260,242
| +8% | +$60.9M | 0.85% | 18 |
|
2015
Q4 | $823M | Buy |
15,147,113
+2,213,913
| +17% | +$120M | 0.98% | 12 |
|
2015
Q3 | $664M | Buy |
12,933,200
+116,759
| +0.9% | +$6M | 0.92% | 18 |
|
2015
Q2 | $721M | Sell |
12,816,441
-1,364,160
| -10% | -$76.7M | 0.84% | 19 |
|
2015
Q1 | $771M | Sell |
14,180,601
-2,583,275
| -15% | -$141M | 0.89% | 19 |
|
2014
Q4 | $919M | Sell |
16,763,876
-28,162
| -0.2% | -$1.54M | 1.04% | 16 |
|
2014
Q3 | $871M | Sell |
16,792,038
-1,081,255
| -6% | -$56.1M | 0.99% | 16 |
|
2014
Q2 | $939M | Buy |
17,873,293
+1,982,304
| +12% | +$104M | 1.05% | 15 |
|
2014
Q1 | $790M | Sell |
15,890,989
-104,233
| -0.7% | -$5.18M | 1.02% | 16 |
|
2013
Q4 | $726M | Buy |
15,995,222
+163,670
| +1% | +$7.43M | 0.99% | 18 |
|
2013
Q3 | $654M | Buy |
15,831,552
+1,243,617
| +9% | +$51.4M | 1.02% | 19 |
|
2013
Q2 | $602M | Buy |
+14,587,935
| New | +$602M | 1.07% | 17 |
|