Morgan Dempsey 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 | $7.4M | Buy |
92,304
+18,661
| +25% | +$1.5M | 3.09% | 8 |
|
|
2025
Q1 | $5.29M | Buy |
+73,643
| New | +$5.29M | 2.2% | 24 |
|
|
2023
Q1 | – | Sell |
-906
| Closed | -$37.4K | – | 131 |
|
|
2022
Q4 | $37.4K | Buy |
+906
| New | +$37.4K | 0.01% | 72 |
|
|
2020
Q3 | – | Sell |
-519
| Closed | -$13K | – | 166 |
|
|
2020
Q2 | $13K | Buy |
+519
| New | +$13K | 0.01% | 143 |
|
|
2016
Q3 | – | Sell |
-62
| Closed | -$3K | – | 201 |
|
|
2016
Q2 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 167 |
|