Montag & Associates’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 | $5.13M | Buy |
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|
2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $3.7M | Hold |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $3.09M | Sell |
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|
2023
Q4 | $2.88M | Buy |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $3.58M | Sell |
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|
2022
Q3 | $4.29M | Sell |
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|
2022
Q2 | $4.95M | Sell |
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|
2022
Q1 | $6.68M | Sell |
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|
2021
Q4 | $7.06M | Sell |
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|
2021
Q3 | $7.04M | Buy |
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|
2021
Q2 | $6.72M | Sell |
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|
2021
Q1 | $6.56M | Buy |
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|
2020
Q4 | $772K | Buy |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $668K | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $2.14M | Sell |
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|
2019
Q3 | $2.02M | Sell |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $1.96M | Sell |
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|
2018
Q3 | $2.68M | Buy |
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|
2018
Q2 | $2.55M | Sell |
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|
2018
Q1 | $2.81M | Sell |
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|
2017
Q4 | $3.28M | Sell |
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|
2017
Q3 | $3.48M | Sell |
|
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|
2017
Q2 | $3.51M | Sell |
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|
2017
Q1 | $3.99M | Sell |
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|
2016
Q4 | $5.23M | Sell |
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|
2016
Q3 | $5.84M | Sell |
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|
2016
Q2 | $6.33M | Buy |
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|
2016
Q1 | $5.77M | Sell |
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|
2015
Q4 | $6.53M | Buy |
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|
2015
Q3 | $6.08M | Buy |
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|
2015
Q2 | $6.33M | Buy |
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|
2015
Q1 | $6.1M | Buy |
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|
2014
Q4 | $5.95M | Buy |
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|
2014
Q3 | $4.44M | Sell |
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|
2014
Q2 | $4.58M | Sell |
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|
2014
Q1 | $4.42M | Buy |
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|
2013
Q4 | $4.03M | Buy |
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|
2013
Q3 | $2.94M | Sell |
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|
2013
Q2 | $4.88M | Buy |
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