Monte Financial Group’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 | $8.66M | Sell |
108,100
-685
| -0.6% | -$54.9K | 3.37% | 1 |
|
|
2025
Q1 | $7.04M | Sell |
108,785
-14,629
| -12% | -$947K | 3.08% | 3 |
|
|
2024
Q4 | $8.67M | Sell |
123,414
-3,523
| -3% | -$247K | 3.71% | 1 |
|
|
2024
Q3 | $7.17M | Buy |
126,937
+2,230
| +2% | +$126K | 2.97% | 4 |
|
|
2024
Q2 | $7.41M | Sell |
124,707
-15,895
| -11% | -$944K | 3.27% | 2 |
|
|
2024
Q1 | $8.15M | Sell |
140,602
-7,461
| -5% | -$432K | 3.57% | 3 |
|
|
2023
Q4 | $7.29M | Buy |
148,063
+408
| +0.3% | +$20.1K | 3.4% | 2 |
|
|
2023
Q3 | $6.03M | Sell |
147,655
-1,057
| -0.7% | -$43.2K | 3.05% | 4 |
|
|
2023
Q2 | $6.35M | Buy |
148,712
+4,021
| +3% | +$172K | 3.09% | 3 |
|
|
2023
Q1 | $5.41M | Buy |
144,691
+189
| +0.1% | +$7.07K | 2.86% | 7 |
|
|
2022
Q4 | $5.97M | Buy |
144,502
+2,392
| +2% | +$98.8K | 3.07% | 5 |
|
|
2022
Q3 | $5.72M | Buy |
142,110
+2,178
| +2% | +$87.6K | 3.5% | 2 |
|
|
2022
Q2 | $5.48M | Buy |
139,932
+8,851
| +7% | +$347K | 3.2% | 7 |
|
|
2022
Q1 | $6.35M | Sell |
131,081
-1,439
| -1% | -$69.7K | 3.38% | 3 |
|
|
2021
Q4 | $6.36M | Sell |
132,520
-4,123
| -3% | -$198K | 3.35% | 4 |
|
|
2021
Q3 | $6.34M | Sell |
136,643
-7,700
| -5% | -$357K | 3.64% | 3 |
|
|
2021
Q2 | $6.54M | Buy |
144,343
+12,061
| +9% | +$546K | 3.73% | 3 |
|
|
2021
Q1 | $5.17M | Buy |
132,282
+2,110
| +2% | +$82.4K | 3.17% | 5 |
|
|
2020
Q4 | $3.93M | Sell |
130,172
-2,666
| -2% | -$80.5K | 2.67% | 12 |
|
|
2020
Q3 | $3.12M | Buy |
132,838
+14,031
| +12% | +$330K | 2.36% | 23 |
|
|
2020
Q2 | $3.04M | Buy |
118,807
+27,392
| +30% | +$701K | 2.4% | 21 |
|
|
2020
Q1 | $2.62M | Buy |
91,415
+36,980
| +68% | +$1.06M | 2.54% | 18 |
|
|
2019
Q4 | $2.93M | Buy |
+54,435
| New | +$2.93M | 2.16% | 27 |
|
|
2018
Q1 | – | Sell |
-4,613
| Closed | -$280K | – | 78 |
|
|
2017
Q4 | $280K | Buy |
+4,613
| New | +$280K | 0.28% | 59 |
|