MFW
Meristem Family Wealth’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.81M | Sell |
37,251
-1,754
| -4% | -$85K | 0.2% | 55 |
|
|
2021
Q4 | $1.87M | Buy |
39,005
+37
| +0.1% | +$1.78K | 0.16% | 70 |
|
|
2021
Q3 | $1.81M | Buy |
38,968
+16,147
| +71% | +$750K | 0.17% | 66 |
|
|
2021
Q2 | $1.03M | Sell |
22,821
-13,393
| -37% | -$607K | 0.16% | 86 |
|
|
2021
Q1 | $1.42M | Hold |
36,214
| – | – | 0.29% | 46 |
|
|
2020
Q4 | $1.09M | Hold |
36,214
| – | – | 0.23% | 58 |
|
|
2020
Q3 | $851K | Sell |
36,214
-1,500
| -4% | -$35.2K | 0.22% | 64 |
|
|
2020
Q2 | $965K | Buy |
37,714
+634
| +2% | +$16.2K | 0.26% | 56 |
|
|
2020
Q1 | $1.06M | Sell |
37,080
-253
| -0.7% | -$7.26K | 0.33% | 45 |
|
|
2019
Q4 | $2.01M | Sell |
37,333
-1,154
| -3% | -$62.1K | 0.5% | 33 |
|
|
2019
Q3 | $1.94M | Sell |
38,487
-2,497
| -6% | -$126K | 0.52% | 33 |
|
|
2019
Q2 | $1.94M | Buy |
40,984
+6,204
| +18% | +$294K | 0.59% | 30 |
|
|
2019
Q1 | $1.68M | Sell |
34,780
-236
| -0.7% | -$11.4K | 0.57% | 31 |
|
|
2018
Q4 | $1.61M | Sell |
35,016
-1,023
| -3% | -$47.2K | 0.59% | 29 |
|
|
2018
Q3 | $1.89M | Hold |
36,039
| – | – | 0.65% | 22 |
|
|
2018
Q2 | $2M | Sell |
36,039
-15,254
| -30% | -$846K | 0.7% | 23 |
|
|
2018
Q1 | $2.69M | Sell |
51,293
-1,275
| -2% | -$66.8K | 0.96% | 17 |
|
|
2017
Q4 | $3.19M | Sell |
52,568
-4,165
| -7% | -$253K | 1.16% | 14 |
|
|
2017
Q3 | $3.13M | Buy |
56,733
+215
| +0.4% | +$11.9K | 1.26% | 13 |
|
|
2017
Q2 | $3.13M | Hold |
56,518
| – | – | 1.29% | 11 |
|
|
2017
Q1 | $3.15M | Sell |
56,518
-1,239
| -2% | -$69K | 1.25% | 12 |
|
|
2016
Q4 | $3.18M | Sell |
57,757
-3,082
| -5% | -$170K | 1.3% | 12 |
|
|
2016
Q3 | $2.69M | Buy |
60,839
+54
| +0.1% | +$2.39K | 1.13% | 14 |
|
|
2016
Q2 | $2.88M | Sell |
60,785
-283
| -0.5% | -$13.4K | 1.27% | 12 |
|
|
2016
Q1 | $2.95M | Buy |
61,068
+110
| +0.2% | +$5.32K | 1.31% | 11 |
|
|
2015
Q4 | $3.31M | Sell |
60,958
-951
| -2% | -$51.7K | 1.3% | 12 |
|
|
2015
Q3 | $3.18M | Sell |
61,909
-20
| -0% | -$1.03K | 1.67% | 10 |
|
|
2015
Q2 | $3.48M | Sell |
61,929
-2,155
| -3% | -$121K | 1.53% | 10 |
|
|
2015
Q1 | $3.49M | Sell |
64,084
-1,852
| -3% | -$101K | 1.45% | 12 |
|
|
2014
Q4 | $3.62M | Buy |
65,936
+1,036
| +2% | +$56.8K | 1.32% | 12 |
|
|
2014
Q3 | $3.37M | Sell |
64,900
-11,648
| -15% | -$604K | 1.44% | 12 |
|
|
2014
Q2 | $4.02M | Sell |
76,548
-1,598
| -2% | -$84K | 1.69% | 10 |
|
|
2014
Q1 | $3.89M | Sell |
78,146
-6,870
| -8% | -$342K | 1.7% | 11 |
|
|
2013
Q4 | $3.86M | Sell |
85,016
-5,541
| -6% | -$252K | 1.58% | 12 |
|
|
2013
Q3 | $3.74M | Sell |
90,557
-752
| -0.8% | -$31.1K | 1.72% | 11 |
|
|
2013
Q2 | $3.77M | Buy |
+91,309
| New | +$3.77M | 1.74% | 11 |
|