Mount Capital’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 | $34.6M | Sell |
431,246
-200,930
| -32% | -$16.1M | 11.14% | 3 |
|
|
2025
Q1 | $45.4M | Hold |
632,176
| – | – | 14.63% | 1 |
|
|
2024
Q4 | $44.4M | Sell |
632,176
-72,900
| -10% | -$5.12M | 15.75% | 1 |
|
|
2024
Q3 | $42.2M | Sell |
705,076
-60,500
| -8% | -$3.62M | 14.79% | 1 |
|
|
2024
Q2 | $45.5M | Hold |
765,576
| – | – | 18.22% | 1 |
|
|
2024
Q1 | $44.4M | Hold |
765,576
| – | – | 18.71% | 1 |
|
|
2023
Q4 | $37.7M | Sell |
765,576
-147,900
| -16% | -$7.28M | 16.31% | 1 |
|
|
2023
Q3 | $37.3M | Sell |
913,476
-20,000
| -2% | -$817K | 15.98% | 1 |
|
|
2023
Q2 | $39.8M | Sell |
933,476
-151,800
| -14% | -$6.48M | 15.47% | 1 |
|
|
2023
Q1 | $40.6M | Hold |
1,085,276
| – | – | 16.02% | 1 |
|
|
2022
Q4 | $44.8M | Sell |
1,085,276
-77,100
| -7% | -$3.18M | 17.33% | 1 |
|
|
2022
Q3 | $46.8M | Hold |
1,162,376
| – | – | 19.9% | 1 |
|
|
2022
Q2 | $45.5M | Hold |
1,162,376
| – | – | 16.01% | 1 |
|
|
2022
Q1 | $56.3M | Sell |
1,162,376
-100,200
| -8% | -$4.86M | 16.38% | 1 |
|
|
2021
Q4 | $60.6M | Buy |
+1,262,576
| New | +$60.6M | 16.75% | 1 |
|