Mountain Pacific Investment Advisers’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 | $1.15M | Sell |
14,338
-3,296
| -19% | -$264K | 0.08% | 80 |
|
2025
Q1 | $1.27M | Sell |
17,634
-64
| -0.4% | -$4.6K | 0.09% | 76 |
|
2024
Q4 | $1.24M | Sell |
17,698
-434
| -2% | -$30.5K | 0.09% | 73 |
|
2024
Q3 | $1.02M | Sell |
18,132
-1,531
| -8% | -$86.5K | 0.07% | 85 |
|
2024
Q2 | $1.17M | Sell |
19,663
-4,280
| -18% | -$254K | 0.09% | 75 |
|
2024
Q1 | $1.39M | Sell |
23,943
-3,000
| -11% | -$174K | 0.08% | 73 |
|
2023
Q4 | $1.33M | Sell |
26,943
-1,200
| -4% | -$59.1K | 0.08% | 72 |
|
2023
Q3 | $1.15M | Sell |
28,143
-3,450
| -11% | -$141K | 0.08% | 76 |
|
2023
Q2 | $1.35M | Sell |
31,593
-710
| -2% | -$30.3K | 0.09% | 72 |
|
2023
Q1 | $1.21M | Sell |
32,303
-195
| -0.6% | -$7.29K | 0.09% | 74 |
|
2022
Q4 | $1.34M | Sell |
32,498
-1,363
| -4% | -$56.3K | 0.1% | 71 |
|
2022
Q3 | $1.36M | Sell |
33,861
-1,333
| -4% | -$53.6K | 0.11% | 68 |
|
2022
Q2 | $1.38M | Sell |
35,194
-3,194
| -8% | -$125K | 0.1% | 67 |
|
2022
Q1 | $1.86M | Sell |
38,388
-455
| -1% | -$22K | 0.12% | 66 |
|
2021
Q4 | $1.86M | Sell |
38,843
-1,400
| -3% | -$67.2K | 0.11% | 65 |
|
2021
Q3 | $1.87M | Sell |
40,243
-119
| -0.3% | -$5.52K | 0.11% | 67 |
|
2021
Q2 | $1.83M | Sell |
40,362
-450
| -1% | -$20.4K | 0.12% | 65 |
|
2021
Q1 | $1.6M | Sell |
40,812
-189
| -0.5% | -$7.39K | 0.11% | 66 |
|
2020
Q4 | $1.24M | Sell |
41,001
-900
| -2% | -$27.2K | 0.09% | 71 |
|
2020
Q3 | $985K | Sell |
41,901
-23,529
| -36% | -$553K | 0.08% | 73 |
|
2020
Q2 | $1.68M | Buy |
65,430
+2,003
| +3% | +$51.3K | 0.15% | 63 |
|
2020
Q1 | $1.82M | Sell |
63,427
-346
| -0.5% | -$9.93K | 0.19% | 59 |
|
2019
Q4 | $3.43M | Sell |
63,773
-1,069
| -2% | -$57.5K | 0.29% | 54 |
|
2019
Q3 | $3.27M | Sell |
64,842
-2,600
| -4% | -$131K | 0.29% | 54 |
|
2019
Q2 | $3.19M | Buy |
67,442
+500
| +0.7% | +$23.7K | 0.29% | 49 |
|
2019
Q1 | $3.24M | Sell |
66,942
-1,584
| -2% | -$76.5K | 0.31% | 48 |
|
2018
Q4 | $3.16M | Sell |
68,526
-1,042
| -1% | -$48K | 0.35% | 44 |
|
2018
Q3 | $3.66M | Sell |
69,568
-960
| -1% | -$50.5K | 0.34% | 45 |
|
2018
Q2 | $3.91M | Sell |
70,528
-562
| -0.8% | -$31.2K | 0.4% | 44 |
|
2018
Q1 | $3.73M | Sell |
71,090
-6,976
| -9% | -$366K | 0.38% | 42 |
|
2017
Q4 | $4.74M | Sell |
78,066
-36,735
| -32% | -$2.23M | 0.5% | 41 |
|
2017
Q3 | $6.33M | Sell |
114,801
-7,861
| -6% | -$434K | 0.69% | 41 |
|
2017
Q2 | $6.8M | Buy |
122,662
+200
| +0.2% | +$11.1K | 0.76% | 40 |
|
2017
Q1 | $6.82M | Buy |
122,462
+250
| +0.2% | +$13.9K | 0.79% | 40 |
|
2016
Q4 | $6.74M | Buy |
122,212
+2,400
| +2% | +$132K | 0.72% | 42 |
|
2016
Q3 | $5.31M | Sell |
119,812
-1,833
| -2% | -$81.2K | 0.59% | 42 |
|
2016
Q2 | $5.76M | Sell |
121,645
-1,350
| -1% | -$63.9K | 0.66% | 41 |
|
2016
Q1 | $5.95M | Sell |
122,995
-2,235
| -2% | -$108K | 0.7% | 42 |
|
2015
Q4 | $6.81M | Sell |
125,230
-2,930
| -2% | -$159K | 0.83% | 39 |
|
2015
Q3 | $6.58M | Buy |
128,160
+700
| +0.5% | +$35.9K | 0.82% | 38 |
|
2015
Q2 | $7.17M | Buy |
127,460
+2,600
| +2% | +$146K | 0.83% | 40 |
|
2015
Q1 | $6.79M | Buy |
124,860
+600
| +0.5% | +$32.6K | 0.79% | 38 |
|
2014
Q4 | $6.81M | Sell |
124,260
-968
| -0.8% | -$53.1K | 0.83% | 39 |
|
2014
Q3 | $6.5M | Sell |
125,228
-334
| -0.3% | -$17.3K | 0.84% | 39 |
|
2014
Q2 | $6.6M | Buy |
125,562
+710
| +0.6% | +$37.3K | 0.78% | 40 |
|
2014
Q1 | $6.21M | Buy |
124,852
+300
| +0.2% | +$14.9K | 0.76% | 40 |
|
2013
Q4 | $5.66M | Buy |
124,552
+1,804
| +1% | +$81.9K | 0.7% | 41 |
|
2013
Q3 | $5.07M | Buy |
122,748
+550
| +0.5% | +$22.7K | 0.7% | 41 |
|
2013
Q2 | $5.04M | Buy |
+122,198
| New | +$5.04M | 0.76% | 39 |
|