Monarch 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 | $801K | Buy |
9,996
+52
| +0.5% | +$4.17K | 0.22% | 78 |
|
|
2025
Q1 | $714K | Buy |
9,944
+389
| +4% | +$27.9K | 0.2% | 79 |
|
|
2024
Q4 | $671K | Hold |
9,555
| – | – | 0.18% | 80 |
|
|
2024
Q3 | $540K | Hold |
9,555
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $567K | Hold |
9,555
| – | – | 0.17% | 85 |
|
|
2024
Q1 | $554K | Hold |
9,555
| – | – | 0.16% | 85 |
|
|
2023
Q4 | $470K | Sell |
9,555
-175
| -2% | -$8.61K | 0.14% | 88 |
|
|
2023
Q3 | $398K | Sell |
9,730
-1,230
| -11% | -$50.3K | 0.13% | 92 |
|
|
2023
Q2 | $468K | Sell |
10,960
-800
| -7% | -$34.1K | 0.14% | 89 |
|
|
2023
Q1 | $440K | Sell |
11,760
-13,004
| -53% | -$486K | 0.13% | 89 |
|
|
2022
Q4 | $1.02M | Sell |
24,764
-3,240
| -12% | -$134K | 0.31% | 64 |
|
|
2022
Q3 | $1.13M | Sell |
28,004
-657
| -2% | -$26.4K | 0.37% | 61 |
|
|
2022
Q2 | $1.12M | Sell |
28,661
-500
| -2% | -$19.6K | 0.33% | 65 |
|
|
2022
Q1 | $1.41M | Buy |
29,161
+990
| +4% | +$48K | 0.37% | 62 |
|
|
2021
Q4 | $1.35M | Sell |
28,171
-1,500
| -5% | -$72K | 0.35% | 63 |
|
|
2021
Q3 | $1.38M | Sell |
29,671
-100
| -0.3% | -$4.64K | 0.38% | 63 |
|
|
2021
Q2 | $1.35M | Sell |
29,771
-800
| -3% | -$36.2K | 0.39% | 63 |
|
|
2021
Q1 | $1.19M | Hold |
30,571
| – | – | 0.35% | 65 |
|
|
2020
Q4 | $923K | Sell |
30,571
-1,940
| -6% | -$58.6K | 0.29% | 66 |
|
|
2020
Q3 | $764K | Sell |
32,511
-3,836
| -11% | -$90.1K | 0.27% | 65 |
|
|
2020
Q2 | $930K | Sell |
36,347
-5,101
| -12% | -$131K | 0.34% | 60 |
|
|
2020
Q1 | $1.19M | Buy |
41,448
+3,570
| +9% | +$102K | 0.49% | 52 |
|
|
2019
Q4 | $2.04M | Hold |
37,878
| – | – | 0.67% | 45 |
|
|
2019
Q3 | $1.91M | Sell |
37,878
-100
| -0.3% | -$5.05K | 0.67% | 44 |
|
|
2019
Q2 | $1.8M | Sell |
37,978
-1,600
| -4% | -$75.7K | 0.64% | 44 |
|
|
2019
Q1 | $1.91M | Sell |
39,578
-1,100
| -3% | -$53.1K | 0.69% | 44 |
|
|
2018
Q4 | $1.87M | Sell |
40,678
-6,616
| -14% | -$305K | 0.76% | 40 |
|
|
2018
Q3 | $2.49M | Buy |
47,294
+3,642
| +8% | +$191K | 0.9% | 39 |
|
|
2018
Q2 | $2.42M | Sell |
43,652
-5,987
| -12% | -$332K | 0.93% | 39 |
|
|
2018
Q1 | $2.6M | Sell |
49,639
-1,566
| -3% | -$82.1K | 1% | 38 |
|
|
2017
Q4 | $3.11M | Sell |
51,205
-7,885
| -13% | -$478K | 1.16% | 36 |
|
|
2017
Q3 | $3.26M | Sell |
59,090
-2,125
| -3% | -$117K | 1.22% | 35 |
|
|
2017
Q2 | $3.39M | Sell |
61,215
-9,990
| -14% | -$554K | 1.28% | 34 |
|
|
2017
Q1 | $3.96M | Sell |
71,205
-5,679
| -7% | -$316K | 1.45% | 30 |
|
|
2016
Q4 | $4.24M | Sell |
76,884
-1,951
| -2% | -$108K | 1.58% | 25 |
|
|
2016
Q3 | $3.49M | Buy |
78,835
+3,810
| +5% | +$169K | 1.32% | 31 |
|
|
2016
Q2 | $3.55M | Sell |
75,025
-1,508
| -2% | -$71.4K | 1.32% | 32 |
|
|
2016
Q1 | $3.7M | Buy |
76,533
+6,340
| +9% | +$307K | 1.33% | 32 |
|
|
2015
Q4 | $3.82M | Sell |
70,193
-4,323
| -6% | -$235K | 1.47% | 31 |
|
|
2015
Q3 | $3.83M | Sell |
74,516
-819
| -1% | -$42.1K | 1.56% | 27 |
|
|
2015
Q2 | $4.24M | Sell |
75,335
-1,246
| -2% | -$70.1K | 1.62% | 28 |
|
|
2015
Q1 | $4.17M | Sell |
76,581
-4,650
| -6% | -$253K | 1.57% | 28 |
|
|
2014
Q4 | $4.45M | Sell |
81,231
-700
| -0.9% | -$38.4K | 1.69% | 25 |
|
|
2014
Q3 | $4.25M | Sell |
81,931
-4,205
| -5% | -$218K | 1.7% | 25 |
|
|
2014
Q2 | $4.53M | Sell |
86,136
-300
| -0.3% | -$15.8K | 1.75% | 23 |
|
|
2014
Q1 | $4.3M | Sell |
86,436
-1,655
| -2% | -$82.3K | 1.7% | 24 |
|
|
2013
Q4 | $4M | Sell |
88,091
-2,060
| -2% | -$93.5K | 1.57% | 27 |
|
|
2013
Q3 | $3.73M | Sell |
90,151
-860
| -0.9% | -$35.5K | 1.56% | 27 |
|
|
2013
Q2 | $3.76M | Buy |
+91,011
| New | +$3.76M | 1.62% | 27 |
|