Monetary Management Group’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
Q2 | $773K | Buy |
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|
2025
Q1 | $603K | Hold |
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|
2024
Q4 | $590K | Hold |
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|
2024
Q3 | $474K | Buy |
|
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $467K | Hold |
|
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|
2023
Q4 | $397K | Hold |
|
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $301K | Buy |
|
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $386K | Sell |
|
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $195K | Hold |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $678K | Sell |
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|
2019
Q3 | $661K | Sell |
|
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|
2019
Q2 | $763K | Hold |
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|
2019
Q1 | $779K | Buy |
|
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|
2018
Q4 | $742K | Sell |
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|
2018
Q3 | $964K | Sell |
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|
2018
Q2 | $1.02M | Hold |
|
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|
2018
Q1 | $967K | Sell |
|
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|
2017
Q4 | $1.17M | Sell |
|
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|
2017
Q3 | $1.08M | Sell |
|
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|
2017
Q2 | $1.28M | Buy |
|
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|
2017
Q1 | $1.27M | Sell |
|
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|
2016
Q4 | $1.32M | Sell |
|
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.17M | Buy |
|
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|
2016
Q1 | $1.11M | Sell |
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|
2015
Q4 | $1.32M | Buy |
|
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|
2015
Q3 | $1.22M | Buy |
|
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|
2015
Q2 | $1.27M | Sell |
|
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|
2015
Q1 | $1.25M | Hold |
|
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|
2014
Q4 | $1.26M | Sell |
|
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|
2014
Q3 | $1.29M | Buy |
|
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|
2014
Q2 | $968K | Buy |
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|
2014
Q1 | $780K | Sell |
|
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|
2013
Q4 | $717K | Buy |
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|
2013
Q3 | $636K | Sell |
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|
2013
Q2 | $682K | Buy |
|