Mendota Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-767
| Closed | -$53.9K | – | 366 |
|
|
2024
Q4 | $53.9K | Sell |
767
-439
| -36% | -$30.8K | 0.03% | 149 |
|
|
2024
Q3 | $68.1K | Hold |
1,206
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $71.6K | Sell |
1,206
-398
| -25% | -$23.6K | 0.04% | 145 |
|
|
2024
Q1 | $93K | Hold |
1,604
| – | – | 0.05% | 140 |
|
|
2023
Q4 | $78.9K | Hold |
1,604
| – | – | 0.06% | 166 |
|
|
2023
Q3 | $65.5K | Hold |
1,604
| – | – | 0.07% | 123 |
|
|
2023
Q2 | $68.5K | Buy |
1,604
+333
| +26% | +$14.2K | 0.08% | 116 |
|
|
2023
Q1 | $61.6K | Hold |
1,271
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $52.5K | Buy |
+1,271
| New | +$52.5K | 0.07% | 129 |
|