MCM
Mainstay Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
37,052
+18,853
| +104% | +$1.51M | 0.15% | 56 |
|
|
2025
Q1 | $1.31M | Sell |
18,199
-1,633
| -8% | -$117K | 0.18% | 49 |
|
|
2024
Q4 | $1.39M | Buy |
19,832
+4,680
| +31% | +$329K | 0.21% | 46 |
|
|
2024
Q3 | $856K | Sell |
15,152
-849
| -5% | -$48K | 0.14% | 56 |
|
|
2024
Q2 | $950K | Buy |
16,001
+1,778
| +13% | +$106K | 0.17% | 52 |
|
|
2024
Q1 | $824K | Sell |
14,223
-1,884
| -12% | -$109K | 0.16% | 56 |
|
|
2023
Q4 | $793K | Buy |
16,107
+2,981
| +23% | +$147K | 0.15% | 54 |
|
|
2023
Q3 | $536K | Sell |
13,126
-3,851
| -23% | -$157K | 0.11% | 60 |
|
|
2023
Q2 | $725K | Buy |
16,977
+550
| +3% | +$23.5K | 0.13% | 57 |
|
|
2023
Q1 | $614K | Sell |
16,427
-700
| -4% | -$26.2K | 0.12% | 61 |
|
|
2022
Q4 | $707K | Buy |
17,127
+275
| +2% | +$11.4K | 0.16% | 66 |
|
|
2022
Q3 | $678K | Sell |
16,852
-50
| -0.3% | -$2.01K | 0.17% | 64 |
|
|
2022
Q2 | $662K | Buy |
16,902
+215
| +1% | +$8.42K | 0.15% | 63 |
|
|
2022
Q1 | $808K | Sell |
16,687
-175
| -1% | -$8.47K | 0.15% | 64 |
|
|
2021
Q4 | $810K | Buy |
+16,862
| New | +$810K | 0.25% | 67 |
|
|
2019
Q2 | – | Sell |
-18,804
| Closed | -$908K | – | 108 |
|
|
2019
Q1 | $908K | Sell |
18,804
-2,780
| -13% | -$134K | 0.7% | 51 |
|
|
2018
Q4 | $982K | Buy |
21,584
+1,067
| +5% | +$48.5K | 0.71% | 44 |
|
|
2018
Q3 | $1.08M | Buy |
20,517
+5,032
| +32% | +$265K | 0.68% | 46 |
|
|
2018
Q2 | $858K | Buy |
15,485
+406
| +3% | +$22.5K | 0.68% | 48 |
|
|
2018
Q1 | $790K | Buy |
15,079
+1,612
| +12% | +$84.5K | 0.6% | 54 |
|
|
2017
Q4 | $817K | Buy |
+13,467
| New | +$817K | 0.68% | 39 |
|