Mount Capital’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
Q2 | $34.6M | Sell |
|
|||||
|
2025
Q1 | $45.4M | Hold |
|
|||||
|
2024
Q4 | $44.4M | Sell |
|
|||||
|
2024
Q3 | $42.2M | Sell |
|
|||||
|
2024
Q2 | $45.5M | Hold |
|
|||||
|
2024
Q1 | $44.4M | Hold |
|
|||||
|
2023
Q4 | $37.7M | Sell |
|
|||||
|
2023
Q3 | $37.3M | Sell |
|
|||||
|
2023
Q2 | $39.8M | Sell |
|
|||||
|
2023
Q1 | $40.6M | Hold |
|
|||||
|
2022
Q4 | $44.8M | Sell |
|
|||||
|
2022
Q3 | $46.8M | Hold |
|
|||||
|
2022
Q2 | $45.5M | Hold |
|
|||||
|
2022
Q1 | $56.3M | Sell |
|
|||||
|
2021
Q4 | $60.6M | Buy |
|