MIM
Manitou Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.7K | Hold |
1,220
| – | – | 0.02% | 25 |
|
|
2025
Q1 | $87.6K | Buy |
+1,220
| New | +$87.6K | 0.02% | 29 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$56.5K | – | 55 |
|
|
2024
Q3 | $56.5K | Hold |
1,000
| – | – | 0.01% | 33 |
|
|
2024
Q2 | $59.4K | Sell |
1,000
-472,307
| -100% | -$28.1M | 0.01% | 31 |
|
|
2024
Q1 | $27.4M | Sell |
473,307
-327
| -0.1% | -$19K | 5.49% | 7 |
|
|
2023
Q4 | $23.3M | Sell |
473,634
-10,262
| -2% | -$505K | 5.06% | 10 |
|
|
2023
Q3 | $19.8M | Buy |
483,896
+3,227
| +0.7% | +$132K | 4.7% | 10 |
|
|
2023
Q2 | $20.5M | Sell |
480,669
-4,188
| -0.9% | -$179K | 4.88% | 10 |
|
|
2023
Q1 | $18.1M | Sell |
484,857
-10,905
| -2% | -$408K | 4.45% | 11 |
|
|
2022
Q4 | $20.5M | Sell |
495,762
-3,308
| -0.7% | -$137K | 3.63% | 11 |
|
|
2022
Q3 | $20.1M | Sell |
499,070
-84
| -0% | -$3.38K | 3.78% | 11 |
|
|
2022
Q2 | $19.6M | Sell |
499,154
-177
| -0% | -$6.93K | 3.65% | 12 |
|
|
2022
Q1 | $24.2M | Buy |
499,331
+2,156
| +0.4% | +$104K | 3.72% | 12 |
|
|
2021
Q4 | $23.9M | Buy |
497,175
+5,811
| +1% | +$279K | 3.82% | 11 |
|
|
2021
Q3 | $22.8M | Sell |
491,364
-456,827
| -48% | -$21.2M | 4.17% | 8 |
|
|
2021
Q2 | $42.9M | Sell |
948,191
-13,093
| -1% | -$593K | 7.53% | 4 |
|
|
2021
Q1 | $37.6M | Buy |
961,284
+72,249
| +8% | +$2.82M | 7.17% | 3 |
|
|
2020
Q4 | $26.8M | Buy |
889,035
+179,790
| +25% | +$5.43M | 5.78% | 7 |
|
|
2020
Q3 | $16.7M | Sell |
709,245
-198,392
| -22% | -$4.66M | 4.35% | 9 |
|
|
2020
Q2 | $23.2M | Buy |
907,637
+282,254
| +45% | +$7.23M | 5.98% | 5 |
|
|
2020
Q1 | $17.9M | Buy |
625,383
+185,662
| +42% | +$5.33M | 5.36% | 7 |
|
|
2019
Q4 | $23.7M | Buy |
439,721
+9,720
| +2% | +$523K | 5.28% | 9 |
|
|
2019
Q3 | $21.7M | Buy |
430,001
+106,010
| +33% | +$5.35M | 5.24% | 10 |
|
|
2019
Q2 | $15.3M | Buy |
323,991
+3,040
| +0.9% | +$144K | 3.81% | 13 |
|
|
2019
Q1 | $15.5M | Sell |
320,951
-152,412
| -32% | -$7.36M | 3.87% | 12 |
|
|
2018
Q4 | $31.1M | Buy |
473,363
+152,202
| +47% | +$10M | 6.77% | 2 |
|
|
2018
Q3 | $16.9M | Sell |
321,161
-4,410
| -1% | -$232K | 4.25% | 12 |
|
|
2018
Q2 | $18.1M | Sell |
325,571
-145,602
| -31% | -$8.07M | 6.83% | 5 |
|
|
2018
Q1 | $24.7M | Sell |
471,173
-12,570
| -3% | -$659K | 7.66% | 2 |
|
|
2017
Q4 | $29.3M | Buy |
483,743
+3,120
| +0.6% | +$189K | 8.38% | 3 |
|
|
2017
Q3 | $26.5M | Buy |
480,623
+19,680
| +4% | +$1.09M | 8.04% | 4 |
|
|
2017
Q2 | $25.5M | Buy |
460,943
+129,778
| +39% | +$7.19M | 7.45% | 3 |
|
|
2017
Q1 | $18.4M | Sell |
331,165
-4,210
| -1% | -$234K | 5.13% | 7 |
|
|
2016
Q4 | $18.5M | Buy |
335,375
+16,540
| +5% | +$912K | 5.45% | 5 |
|
|
2016
Q3 | $14.1M | Sell |
318,835
-1,470
| -0.5% | -$65.1K | 4.59% | 7 |
|
|
2016
Q2 | $15.2M | Buy |
320,305
+57,015
| +22% | +$2.7M | 4.81% | 6 |
|
|
2016
Q1 | $12.7M | Buy |
263,290
+10,560
| +4% | +$511K | 5.29% | 7 |
|
|
2015
Q4 | $13.7M | Buy |
252,730
+4,040
| +2% | +$220K | 5.48% | 5 |
|
|
2015
Q3 | $12.8M | Buy |
+248,690
| New | +$12.8M | 5.59% | 6 |
|