MMG
Monetary Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
9,645
+1,250
| +15% | +$100K | 0.19% | 107 |
|
|
2025
Q1 | $603K | Hold |
8,395
| – | – | 0.16% | 125 |
|
|
2024
Q4 | $590K | Hold |
8,395
| – | – | 0.15% | 122 |
|
|
2024
Q3 | $474K | Buy |
8,395
+330
| +4% | +$18.6K | 0.12% | 145 |
|
|
2024
Q2 | $479K | Hold |
8,065
| – | – | 0.13% | 141 |
|
|
2024
Q1 | $467K | Hold |
8,065
| – | – | 0.13% | 140 |
|
|
2023
Q4 | $397K | Hold |
8,065
| – | – | 0.12% | 142 |
|
|
2023
Q3 | $330K | Hold |
8,065
| – | – | 0.11% | 152 |
|
|
2023
Q2 | $344K | Hold |
8,065
| – | – | 0.11% | 159 |
|
|
2023
Q1 | $301K | Buy |
8,065
+18
| +0.2% | +$673 | 0.09% | 165 |
|
|
2022
Q4 | $333K | Hold |
8,047
| – | – | 0.1% | 156 |
|
|
2022
Q3 | $324K | Hold |
8,047
| – | – | 0.11% | 150 |
|
|
2022
Q2 | $315K | Hold |
8,047
| – | – | 0.1% | 152 |
|
|
2022
Q1 | $390K | Hold |
8,047
| – | – | 0.1% | 143 |
|
|
2021
Q4 | $386K | Sell |
8,047
-18
| -0.2% | -$863 | 0.1% | 151 |
|
|
2021
Q3 | $374K | Hold |
8,065
| – | – | 0.1% | 149 |
|
|
2021
Q2 | $365K | Hold |
8,065
| – | – | 0.11% | 145 |
|
|
2021
Q1 | $315K | Hold |
8,065
| – | – | 0.1% | 149 |
|
|
2020
Q4 | $243K | Sell |
8,065
-250
| -3% | -$7.53K | 0.08% | 155 |
|
|
2020
Q3 | $195K | Hold |
8,315
| – | – | 0.07% | 158 |
|
|
2020
Q2 | $213K | Sell |
8,315
-1,933
| -19% | -$49.5K | 0.08% | 139 |
|
|
2020
Q1 | $294K | Sell |
10,248
-2,350
| -19% | -$67.4K | 0.13% | 112 |
|
|
2019
Q4 | $678K | Sell |
12,598
-500
| -4% | -$26.9K | 0.25% | 97 |
|
|
2019
Q3 | $661K | Sell |
13,098
-3,025
| -19% | -$153K | 0.25% | 96 |
|
|
2019
Q2 | $763K | Hold |
16,123
| – | – | 0.29% | 93 |
|
|
2019
Q1 | $779K | Buy |
16,123
+25
| +0.2% | +$1.21K | 0.31% | 86 |
|
|
2018
Q4 | $742K | Sell |
16,098
-2,250
| -12% | -$104K | 0.34% | 80 |
|
|
2018
Q3 | $964K | Sell |
18,348
-100
| -0.5% | -$5.25K | 0.37% | 71 |
|
|
2018
Q2 | $1.02M | Hold |
18,448
| – | – | 0.42% | 67 |
|
|
2018
Q1 | $967K | Sell |
18,448
-850
| -4% | -$44.6K | 0.4% | 66 |
|
|
2017
Q4 | $1.17M | Sell |
19,298
-225
| -1% | -$13.7K | 0.47% | 56 |
|
|
2017
Q3 | $1.08M | Sell |
19,523
-3,500
| -15% | -$193K | 0.45% | 58 |
|
|
2017
Q2 | $1.28M | Buy |
23,023
+200
| +0.9% | +$11.1K | 0.52% | 59 |
|
|
2017
Q1 | $1.27M | Sell |
22,823
-1,050
| -4% | -$58.4K | 0.55% | 58 |
|
|
2016
Q4 | $1.32M | Sell |
23,873
-300
| -1% | -$16.5K | 0.61% | 56 |
|
|
2016
Q3 | $1.07M | Sell |
24,173
-450
| -2% | -$19.9K | 0.5% | 63 |
|
|
2016
Q2 | $1.17M | Buy |
24,623
+1,700
| +7% | +$80.4K | 0.54% | 62 |
|
|
2016
Q1 | $1.11M | Sell |
22,923
-1,450
| -6% | -$70.2K | 0.54% | 62 |
|
|
2015
Q4 | $1.33M | Buy |
24,373
+600
| +3% | +$32.6K | 0.63% | 52 |
|
|
2015
Q3 | $1.22M | Buy |
23,773
+1,200
| +5% | +$61.6K | 0.61% | 54 |
|
|
2015
Q2 | $1.27M | Sell |
22,573
-500
| -2% | -$28.1K | 0.57% | 56 |
|
|
2015
Q1 | $1.26M | Hold |
23,073
| – | – | 0.55% | 57 |
|
|
2014
Q4 | $1.27M | Sell |
23,073
-1,850
| -7% | -$101K | 0.56% | 61 |
|
|
2014
Q3 | $1.29M | Buy |
24,923
+6,513
| +35% | +$338K | 0.6% | 52 |
|
|
2014
Q2 | $968K | Buy |
18,410
+2,720
| +17% | +$143K | 0.45% | 67 |
|
|
2014
Q1 | $780K | Sell |
15,690
-100
| -0.6% | -$4.97K | 0.36% | 83 |
|
|
2013
Q4 | $717K | Buy |
15,790
+400
| +3% | +$18.2K | 0.33% | 84 |
|
|
2013
Q3 | $636K | Sell |
15,390
-1,150
| -7% | -$47.5K | 0.33% | 88 |
|
|
2013
Q2 | $682K | Buy |
+16,540
| New | +$682K | 0.37% | 84 |
|