MTM Investment 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 | $1.18M | Buy |
14,781
+5
| +0% | +$401 | 0.4% | 64 |
|
|
2025
Q1 | $1.05M | Buy |
14,776
+5
| +0% | +$357 | 0.41% | 69 |
|
|
2024
Q4 | $1.04M | Buy |
14,771
+5
| +0% | +$351 | 0.4% | 71 |
|
|
2024
Q3 | $841K | Sell |
14,766
-52
| -0.4% | -$2.96K | 0.33% | 78 |
|
|
2024
Q2 | $880K | Buy |
14,818
+6
| +0% | +$356 | 0.36% | 73 |
|
|
2024
Q1 | $859K | Buy |
14,812
+6
| +0% | +$348 | 0.35% | 75 |
|
|
2023
Q4 | $729K | Buy |
+14,806
| New | +$729K | 0.33% | 76 |
|
|
2021
Q3 | – | Sell |
-5,609
| Closed | -$254K | – | 276 |
|
|
2021
Q2 | $254K | Sell |
5,609
-27
| -0.5% | -$1.22K | 0.13% | 138 |
|
|
2021
Q1 | $220K | Buy |
+5,636
| New | +$220K | 0.12% | 145 |
|