Monterey Private Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $258K | Sell |
3,601
-1,175
| -25% | -$84.3K | 0.08% | 104 |
|
|
2024
Q4 | $335K | Buy |
4,776
+795
| +20% | +$55.8K | 0.11% | 89 |
|
|
2024
Q3 | $225K | Buy |
3,981
+12
| +0.3% | +$678 | 0.08% | 118 |
|
|
2024
Q2 | $236K | Buy |
+3,969
| New | +$236K | 0.09% | 105 |
|
|
2022
Q2 | – | Sell |
-5,482
| Closed | -$275K | – | 123 |
|
|
2022
Q1 | $275K | Buy |
+5,482
| New | +$275K | 0.13% | 91 |
|