Monument Capital Management’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 | $809K | Buy |
10,099
+137
| +1% | +$11K | 0.21% | 102 |
|
|
2025
Q1 | $715K | Hold |
9,962
| – | – | 0.22% | 97 |
|
|
2024
Q4 | $700K | Buy |
9,962
+78
| +0.8% | +$5.48K | 0.19% | 95 |
|
|
2024
Q3 | $558K | Sell |
9,884
-18
| -0.2% | -$1.02K | 0.15% | 101 |
|
|
2024
Q2 | $588K | Buy |
9,902
+36
| +0.4% | +$2.14K | 0.17% | 98 |
|
|
2024
Q1 | $572K | Sell |
9,866
-153
| -2% | -$8.87K | 0.16% | 109 |
|
|
2023
Q4 | $493K | Sell |
10,019
-29
| -0.3% | -$1.43K | 0.16% | 112 |
|
|
2023
Q3 | $411K | Sell |
10,048
-1,069
| -10% | -$43.7K | 0.14% | 115 |
|
|
2023
Q2 | $474K | Buy |
11,117
+4,292
| +63% | +$183K | 0.15% | 102 |
|
|
2023
Q1 | $255K | Sell |
6,825
-3,150
| -32% | -$118K | 0.09% | 127 |
|
|
2022
Q4 | $412K | Sell |
9,975
-2,853
| -22% | -$118K | 0.14% | 110 |
|
|
2022
Q3 | $516K | Buy |
12,828
+4,589
| +56% | +$185K | 0.19% | 94 |
|
|
2022
Q2 | $323K | Sell |
8,239
-5,360
| -39% | -$210K | 0.12% | 113 |
|
|
2022
Q1 | $659K | Sell |
13,599
-1,022
| -7% | -$49.5K | 0.21% | 92 |
|
|
2021
Q4 | $702K | Buy |
14,621
+875
| +6% | +$42K | 0.22% | 95 |
|
|
2021
Q3 | $638K | Buy |
13,746
+8,522
| +163% | +$396K | 0.22% | 95 |
|
|
2021
Q2 | $237K | Buy |
+5,224
| New | +$237K | 0.08% | 129 |
|
|
2018
Q4 | – | Sell |
-89
| Closed | -$5K | – | 307 |
|
|
2018
Q3 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 198 |
|