Monument Capital Management’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 | $769K | Sell |
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|
2025
Q2 | $809K | Buy |
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|
2025
Q1 | $715K | Hold |
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|
2024
Q4 | $700K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $638K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Buy |
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