Mill Capital 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 | $6.82M | Hold |
85,155
| – | – | 0.53% | 35 |
|
|
2025
Q1 | $6.11M | Sell |
85,155
-300
| -0.4% | -$21.5K | 0.49% | 36 |
|
|
2024
Q4 | $6M | Hold |
85,455
| – | – | 0.47% | 37 |
|
|
2024
Q3 | $4.83M | Sell |
85,455
-1,500
| -2% | -$84.7K | 0.38% | 39 |
|
|
2024
Q2 | $5.16M | Sell |
86,955
-1,213
| -1% | -$72K | 0.43% | 39 |
|
|
2024
Q1 | $5.11M | Sell |
88,168
-620
| -0.7% | -$35.9K | 0.43% | 41 |
|
|
2023
Q4 | $4.37M | Sell |
88,788
-372
| -0.4% | -$18.3K | 0.39% | 42 |
|
|
2023
Q3 | $3.64M | Sell |
89,160
-425
| -0.5% | -$17.4K | 0.36% | 43 |
|
|
2023
Q2 | $3.82M | Hold |
89,585
| – | – | 0.36% | 42 |
|
|
2023
Q1 | $3.35M | Hold |
89,585
| – | – | 0.34% | 44 |
|
|
2022
Q4 | $3.7M | Sell |
89,585
-560
| -0.6% | -$23.1K | 0.41% | 43 |
|
|
2022
Q3 | $3.63M | Sell |
90,145
-128,923
| -59% | -$5.19M | 0.42% | 43 |
|
|
2022
Q2 | $8.58M | Sell |
219,068
-9,109
| -4% | -$357K | 0.95% | 32 |
|
|
2022
Q1 | $11.1M | Sell |
228,177
-996
| -0.4% | -$48.3K | 1.06% | 31 |
|
|
2021
Q4 | $11M | Buy |
+229,173
| New | +$11M | 1.13% | 28 |
|