MIC
Means Investment Company’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
7,067
+183
| +3% | +$14.7K | 0.05% | 119 |
|
|
2025
Q1 | $494K | Buy |
6,884
+18
| +0.3% | +$1.29K | 0.05% | 122 |
|
|
2024
Q4 | $482K | Buy |
6,866
+18
| +0.3% | +$1.26K | 0.05% | 127 |
|
|
2024
Q3 | $387K | Buy |
6,848
+55
| +0.8% | +$3.11K | 0.04% | 147 |
|
|
2024
Q2 | $403K | Buy |
6,793
+730
| +12% | +$43.4K | 0.05% | 137 |
|
|
2024
Q1 | $351K | Buy |
6,063
+18
| +0.3% | +$1.04K | 0.05% | 153 |
|
|
2023
Q4 | $298K | Buy |
6,045
+23
| +0.4% | +$1.13K | 0.04% | 162 |
|
|
2023
Q3 | $246K | Sell |
6,022
-439
| -7% | -$17.9K | 0.04% | 176 |
|
|
2023
Q2 | $276K | Sell |
6,461
-99
| -2% | -$4.23K | 0.04% | 165 |
|
|
2023
Q1 | $245K | Sell |
6,560
-2
| -0% | -$75 | 0.04% | 172 |
|
|
2022
Q4 | $271K | Sell |
6,562
-561
| -8% | -$23.2K | 0.05% | 164 |
|
|
2022
Q3 | $287K | Buy |
7,123
+9
| +0.1% | +$363 | 0.06% | 151 |
|
|
2022
Q2 | $279K | Buy |
7,114
+31
| +0.4% | +$1.22K | 0.06% | 159 |
|
|
2022
Q1 | $343K | Buy |
7,083
+123
| +2% | +$5.96K | 0.06% | 146 |
|
|
2021
Q4 | $334K | Buy |
6,960
+2,109
| +43% | +$101K | 0.06% | 144 |
|
|
2021
Q3 | $225K | Buy |
4,851
+14
| +0.3% | +$649 | 0.04% | 168 |
|
|
2021
Q2 | $219K | Buy |
+4,837
| New | +$219K | 0.04% | 175 |
|