MMPW
Mitchell McLeod Pugh & Williams’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
20,751
+356
| +2% | +$28.5K | 0.31% | 70 |
|
|
2025
Q1 | $1.46M | Buy |
20,395
+313
| +2% | +$22.5K | 0.3% | 72 |
|
|
2024
Q4 | $1.41M | Buy |
20,082
+747
| +4% | +$52.5K | 0.3% | 72 |
|
|
2024
Q3 | $1.09M | Sell |
19,335
-578
| -3% | -$32.7K | 0.23% | 93 |
|
|
2024
Q2 | $1.18M | Sell |
19,913
-308
| -2% | -$18.3K | 0.27% | 80 |
|
|
2024
Q1 | $1.17M | Buy |
20,221
+522
| +3% | +$30.3K | 0.28% | 84 |
|
|
2023
Q4 | $970K | Sell |
19,699
-852
| -4% | -$41.9K | 0.26% | 91 |
|
|
2023
Q3 | $840K | Buy |
20,551
+1,398
| +7% | +$57.1K | 0.25% | 99 |
|
|
2023
Q2 | $817K | Sell |
19,153
-96
| -0.5% | -$4.1K | 0.24% | 100 |
|
|
2023
Q1 | $720K | Sell |
19,249
-66
| -0.3% | -$2.47K | 0.22% | 116 |
|
|
2022
Q4 | $798K | Buy |
19,315
+151
| +0.8% | +$6.24K | 0.27% | 105 |
|
|
2022
Q3 | $771K | Sell |
19,164
-131
| -0.7% | -$5.27K | 0.3% | 95 |
|
|
2022
Q2 | $756K | Buy |
19,295
+95
| +0.5% | +$3.72K | 0.29% | 97 |
|
|
2022
Q1 | $930K | Buy |
19,200
+38
| +0.2% | +$1.84K | 0.31% | 85 |
|
|
2021
Q4 | $919K | Sell |
19,162
-90
| -0.5% | -$4.32K | 0.3% | 98 |
|
|
2021
Q3 | $893K | Buy |
19,252
+1,648
| +9% | +$76.4K | 0.33% | 94 |
|
|
2021
Q2 | $797K | Buy |
17,604
+430
| +3% | +$19.5K | 0.31% | 102 |
|
|
2021
Q1 | $671K | Buy |
17,174
+490
| +3% | +$19.1K | 0.28% | 108 |
|
|
2020
Q4 | $504K | Sell |
16,684
-2,662
| -14% | -$80.4K | 0.23% | 118 |
|
|
2020
Q3 | $455K | Buy |
19,346
+44
| +0.2% | +$1.04K | 0.23% | 124 |
|
|
2020
Q2 | $494K | Sell |
19,302
-6,060
| -24% | -$155K | 0.28% | 112 |
|
|
2020
Q1 | $728K | Sell |
25,362
-508
| -2% | -$14.6K | 0.56% | 60 |
|
|
2019
Q4 | $1.39M | Buy |
25,870
+296
| +1% | +$15.9K | 0.88% | 28 |
|
|
2019
Q3 | $1.29M | Buy |
25,574
+98
| +0.4% | +$4.94K | 0.87% | 32 |
|
|
2019
Q2 | $1.21M | Sell |
25,476
-550
| -2% | -$26K | 0.83% | 32 |
|
|
2019
Q1 | $1.26M | Buy |
26,026
+1,041
| +4% | +$50.3K | 0.88% | 28 |
|
|
2018
Q4 | $1.15M | Sell |
24,985
-1,143
| -4% | -$52.7K | 0.92% | 26 |
|
|
2018
Q3 | $1.37M | Sell |
26,128
-2,600
| -9% | -$137K | 0.92% | 26 |
|
|
2018
Q2 | $1.59M | Hold |
28,728
| – | – | 1.12% | 21 |
|
|
2018
Q1 | $1.51M | Buy |
28,728
+355
| +1% | +$18.6K | 1.08% | 22 |
|
|
2017
Q4 | $1.72M | Buy |
28,373
+195
| +0.7% | +$11.8K | 1.19% | 18 |
|
|
2017
Q3 | $1.55M | Sell |
28,178
-100
| -0.4% | -$5.52K | 1.14% | 19 |
|
|
2017
Q2 | $1.57M | Buy |
28,278
+510
| +2% | +$28.3K | 1.19% | 16 |
|
|
2017
Q1 | $1.55M | Buy |
27,768
+40
| +0.1% | +$2.23K | 1.21% | 15 |
|
|
2016
Q4 | $1.53M | Buy |
27,728
+872
| +3% | +$48.1K | 1.24% | 14 |
|
|
2016
Q3 | $1.19M | Sell |
26,856
-139
| -0.5% | -$6.15K | 1.04% | 26 |
|
|
2016
Q2 | $1.28M | Buy |
26,995
+1,491
| +6% | +$70.6K | 1.16% | 19 |
|
|
2016
Q1 | $1.23M | Buy |
25,504
+530
| +2% | +$25.6K | 1.19% | 19 |
|
|
2015
Q4 | $1.36M | Buy |
24,974
+154
| +0.6% | +$8.37K | 1.35% | 13 |
|
|
2015
Q3 | $1.28M | Buy |
24,820
+86
| +0.3% | +$4.42K | 1.32% | 17 |
|
|
2015
Q2 | $1.39M | Hold |
24,734
| – | – | 1.28% | 15 |
|
|
2015
Q1 | $1.35M | Buy |
24,734
+362
| +1% | +$19.7K | 1.23% | 20 |
|
|
2014
Q4 | $1.34M | Buy |
+24,372
| New | +$1.34M | 1.23% | 18 |
|