Mesirow Financial Investment Management’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 | $1.43M | Sell |
17,796
-19,268
| -52% | -$1.54M | 0.03% | 228 |
|
2025
Q1 | $2.66M | Buy |
37,064
+19,333
| +109% | +$1.39M | 0.05% | 175 |
|
2024
Q4 | $1.25M | Sell |
17,731
-16,733
| -49% | -$1.18M | 0.02% | 240 |
|
2024
Q3 | $1.95M | Buy |
34,464
+18,138
| +111% | +$1.02M | 0.04% | 199 |
|
2024
Q2 | $970K | Sell |
16,326
-1,286
| -7% | -$76.4K | 0.02% | 252 |
|
2024
Q1 | $1.02M | Buy |
17,612
+2,042
| +13% | +$118K | 0.02% | 250 |
|
2023
Q4 | $766K | Buy |
+15,570
| New | +$766K | 0.03% | 252 |
|