MCP
Mirador Capital Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
5,371
+79
| +1% | +$6.33K | 0.07% | 151 |
|
|
2025
Q1 | $380K | Buy |
5,292
+181
| +4% | +$13K | 0.07% | 150 |
|
|
2024
Q4 | $359K | Buy |
5,111
+885
| +21% | +$62.2K | 0.07% | 148 |
|
|
2024
Q3 | $239K | Hold |
4,226
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $251K | Sell |
4,226
-157
| -4% | -$9.32K | 0.05% | 171 |
|
|
2024
Q1 | $254K | Buy |
4,383
+157
| +4% | +$9.1K | 0.05% | 175 |
|
|
2023
Q4 | $208K | Buy |
+4,226
| New | +$208K | 0.04% | 176 |
|
|
2022
Q2 | – | Sell |
-4,295
| Closed | -$208K | – | 203 |
|
|
2022
Q1 | $208K | Sell |
4,295
-67
| -2% | -$3.25K | 0.04% | 194 |
|
|
2021
Q4 | $209K | Buy |
+4,362
| New | +$209K | 0.04% | 204 |
|
|
2020
Q1 | – | Sell |
-5,820
| Closed | -$313K | – | 176 |
|
|
2019
Q4 | $313K | Sell |
5,820
-39,977
| -87% | -$2.15M | 0.13% | 138 |
|
|
2019
Q3 | $2.31M | Buy |
45,797
+1,479
| +3% | +$74.6K | 1.03% | 30 |
|
|
2019
Q2 | $2.1M | Buy |
44,318
+755
| +2% | +$35.7K | 1.03% | 33 |
|
|
2019
Q1 | $2.11M | Sell |
43,563
-8,266
| -16% | -$399K | 1.14% | 30 |
|
|
2018
Q4 | $2.39M | Sell |
51,829
-10,206
| -16% | -$470K | 1.48% | 23 |
|
|
2018
Q3 | $3.26M | Buy |
62,035
+3,057
| +5% | +$161K | 1.6% | 19 |
|
|
2018
Q2 | $3.27M | Sell |
58,978
-703
| -1% | -$39K | 1.78% | 17 |
|
|
2018
Q1 | $3.1M | Buy |
59,681
+4,626
| +8% | +$240K | 2.16% | 12 |
|
|
2017
Q4 | $3.34M | Sell |
55,055
-581
| -1% | -$35.2K | 1.83% | 15 |
|
|
2017
Q3 | $3.09M | Buy |
55,636
+4,314
| +8% | +$239K | 1.81% | 15 |
|
|
2017
Q2 | $2.71M | Buy |
51,322
+3,766
| +8% | +$199K | 1.66% | 15 |
|
|
2017
Q1 | $2.65M | Sell |
47,556
-258
| -0.5% | -$14.4K | 1.93% | 13 |
|
|
2016
Q4 | $2.64M | Buy |
47,814
+16,751
| +54% | +$923K | 2.11% | 10 |
|
|
2016
Q3 | $1.38M | Buy |
31,063
+3,226
| +12% | +$143K | 1.21% | 28 |
|
|
2016
Q2 | $1.32M | Buy |
27,837
+1,156
| +4% | +$55K | 1.33% | 29 |
|
|
2016
Q1 | $1.29M | Buy |
+26,681
| New | +$1.29M | 1.43% | 26 |
|