Monte Financial 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
Q3 | $9.07M | Buy |
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|
2025
Q2 | $8.66M | Sell |
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|
2025
Q1 | $7.04M | Sell |
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|
2024
Q4 | $8.67M | Sell |
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|
2024
Q3 | $7.17M | Buy |
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|
2024
Q2 | $7.41M | Sell |
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|
2024
Q1 | $8.15M | Sell |
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|
2023
Q4 | $7.29M | Buy |
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|
2023
Q3 | $6.03M | Sell |
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|
2023
Q2 | $6.35M | Buy |
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|
2023
Q1 | $5.41M | Buy |
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|
2022
Q4 | $5.97M | Buy |
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|
2022
Q3 | $5.72M | Buy |
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|
2022
Q2 | $5.48M | Buy |
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|
2022
Q1 | $6.35M | Sell |
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|
2021
Q4 | $6.36M | Sell |
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|
2021
Q3 | $6.34M | Sell |
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|
2021
Q2 | $6.54M | Buy |
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|
2021
Q1 | $5.17M | Buy |
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|
2020
Q4 | $3.93M | Sell |
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|
2020
Q3 | $3.12M | Buy |
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|
2020
Q2 | $3.04M | Buy |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $2.93M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $280K | Buy |
|