Mill Capital Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.89M Sell
2025
Q2
$6.82M Hold
2025
Q1
$6.11M Sell
2024
Q4
$6M Hold
2024
Q3
$4.83M Sell
2024
Q2
$5.16M Sell
2024
Q1
$5.11M Sell
2023
Q4
$4.37M Sell
2023
Q3
$3.64M Sell
2023
Q2
$3.82M Hold
2023
Q1
$3.35M Hold
2022
Q4
$3.7M Sell
2022
Q3
$3.63M Sell
2022
Q2
$8.58M Sell
2022
Q1
$11.1M Sell
2021
Q4
$11M Buy