BMO
Beck Mack & Oliver’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
3,682
-400
| -10% | -$32K | 0.01% | 157 |
|
|
2025
Q1 | $293K | Buy |
4,082
+510
| +14% | +$36.6K | 0.01% | 156 |
|
|
2024
Q4 | $251K | Buy |
+3,572
| New | +$251K | ﹤0.01% | 162 |
|
|
2022
Q1 | – | Sell |
-4,855
| Closed | -$233K | – | 203 |
|
|
2021
Q4 | $233K | Sell |
4,855
-19,535
| -80% | -$938K | 0.01% | 184 |
|
|
2021
Q3 | $1.13M | Sell |
24,390
-185
| -0.8% | -$8.59K | 0.03% | 110 |
|
|
2021
Q2 | $1.11M | Buy |
24,575
+835
| +4% | +$37.8K | 0.03% | 106 |
|
|
2021
Q1 | $928K | Sell |
23,740
-800
| -3% | -$31.3K | 0.03% | 112 |
|
|
2020
Q4 | $741K | Hold |
24,540
| – | – | 0.02% | 124 |
|
|
2020
Q3 | $577K | Hold |
24,540
| – | – | 0.02% | 131 |
|
|
2020
Q2 | $628K | Sell |
24,540
-9,520
| -28% | -$244K | 0.02% | 125 |
|
|
2020
Q1 | $978K | Sell |
34,060
-1,016
| -3% | -$29.2K | 0.04% | 100 |
|
|
2019
Q4 | $1.89M | Hold |
35,076
| – | – | 0.06% | 89 |
|
|
2019
Q3 | $1.77M | Hold |
35,076
| – | – | 0.06% | 90 |
|
|
2019
Q2 | $1.66M | Sell |
35,076
-1,571
| -4% | -$74.3K | 0.06% | 90 |
|
|
2019
Q1 | $1.77M | Sell |
36,647
-2,895
| -7% | -$140K | 0.06% | 90 |
|
|
2018
Q4 | $1.82M | Sell |
39,542
-5,658
| -13% | -$261K | 0.07% | 86 |
|
|
2018
Q3 | $2.38M | Sell |
45,200
-8,210
| -15% | -$432K | 0.08% | 87 |
|
|
2018
Q2 | $2.96M | Sell |
53,410
-25,193
| -32% | -$1.4M | 0.1% | 78 |
|
|
2018
Q1 | $4.12M | Sell |
78,603
-110
| -0.1% | -$5.77K | 0.14% | 70 |
|
|
2017
Q4 | $4.78M | Sell |
78,713
-23,226
| -23% | -$1.41M | 0.16% | 66 |
|
|
2017
Q3 | $5.62M | Buy |
101,939
+2,775
| +3% | +$153K | 0.18% | 67 |
|
|
2017
Q2 | $5.5M | Sell |
99,164
-1,695
| -2% | -$93.9K | 0.19% | 67 |
|
|
2017
Q1 | $5.61M | Sell |
100,859
-2,495
| -2% | -$139K | 0.2% | 66 |
|
|
2016
Q4 | $5.7M | Sell |
103,354
-1,599
| -2% | -$88.1K | 0.2% | 65 |
|
|
2016
Q3 | $4.65M | Sell |
104,953
-18,535
| -15% | -$821K | 0.17% | 69 |
|
|
2016
Q2 | $5.85M | Buy |
123,488
+171
| +0.1% | +$8.09K | 0.21% | 69 |
|
|
2016
Q1 | $5.96M | Buy |
123,317
+1,906
| +2% | +$92.2K | 0.21% | 70 |
|
|
2015
Q4 | $6.6M | Buy |
121,411
+16,226
| +15% | +$882K | 0.23% | 66 |
|
|
2015
Q3 | $5.4M | Sell |
105,185
-4,617
| -4% | -$237K | 0.16% | 73 |
|
|
2015
Q2 | $6.18M | Sell |
109,802
-7,271
| -6% | -$409K | 0.16% | 70 |
|
|
2015
Q1 | $6.37M | Buy |
117,073
+6,460
| +6% | +$351K | 0.16% | 71 |
|
|
2014
Q4 | $6.06M | Sell |
110,613
-5,151
| -4% | -$282K | 0.15% | 73 |
|
|
2014
Q3 | $6.01M | Sell |
115,764
-722
| -0.6% | -$37.5K | 0.14% | 73 |
|
|
2014
Q2 | $6.12M | Sell |
116,486
-519
| -0.4% | -$27.3K | 0.14% | 74 |
|
|
2014
Q1 | $5.82M | Sell |
117,005
-1,100
| -0.9% | -$54.7K | 0.14% | 74 |
|
|
2013
Q4 | $5.36M | Buy |
118,105
+300
| +0.3% | +$13.6K | 0.13% | 74 |
|
|
2013
Q3 | $4.87M | Buy |
117,805
+342
| +0.3% | +$14.1K | 0.13% | 75 |
|
|
2013
Q2 | $4.85M | Buy |
+117,463
| New | +$4.85M | 0.13% | 75 |
|