Merit 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
Q2 | $12.1M | Buy |
150,958
+45,483
| +43% | +$3.64M | 0.13% | 118 |
|
|
2025
Q1 | $7.57M | Buy |
105,475
+9,552
| +10% | +$686K | 0.11% | 147 |
|
|
2024
Q4 | $6.74M | Buy |
95,923
+8,311
| +9% | +$584K | 0.12% | 153 |
|
|
2024
Q3 | $4.95M | Buy |
87,612
+4,161
| +5% | +$235K | 0.11% | 145 |
|
|
2024
Q2 | $4.96M | Buy |
83,451
+2,891
| +4% | +$172K | 0.11% | 146 |
|
|
2024
Q1 | $4.83M | Buy |
80,560
+35,716
| +80% | +$2.14M | 0.12% | 144 |
|
|
2023
Q4 | $2.21M | Sell |
44,844
-28,397
| -39% | -$1.4M | 0.07% | 187 |
|
|
2023
Q3 | $2.99M | Buy |
73,241
+4,477
| +7% | +$183K | 0.1% | 158 |
|
|
2023
Q2 | $2.93M | Buy |
68,764
+3,130
| +5% | +$134K | 0.1% | 166 |
|
|
2023
Q1 | $2.45M | Sell |
65,634
-6,586
| -9% | -$246K | 0.09% | 175 |
|
|
2022
Q4 | $2.98M | Buy |
72,220
+31,262
| +76% | +$1.29M | 0.11% | 140 |
|
|
2022
Q3 | $1.65M | Sell |
40,958
-27,215
| -40% | -$1.09M | 0.07% | 180 |
|
|
2022
Q2 | $2.67M | Buy |
68,173
+63,047
| +1,230% | +$2.47M | 0.08% | 149 |
|
|
2022
Q1 | $248K | Buy |
+5,126
| New | +$248K | 0.02% | 327 |
|