MLM
Mount Lucas Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,825
| Closed | -$1.18M | – | 185 |
|
|
2024
Q4 | $1.18M | Sell |
16,825
-957
| -5% | -$67.2K | 0.41% | 59 |
|
|
2024
Q3 | $1M | Sell |
17,782
-26,489
| -60% | -$1.5M | 0.34% | 72 |
|
|
2024
Q2 | $2.63M | Sell |
44,271
-458
| -1% | -$27.2K | 0.75% | 32 |
|
|
2024
Q1 | $2.59M | Sell |
44,729
-3,783
| -8% | -$219K | 0.71% | 45 |
|
|
2023
Q4 | $2.39M | Buy |
+48,512
| New | +$2.39M | 0.69% | 58 |
|