MTM Investment Management’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
Q3 | $1.24M | Sell |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $841K | Sell |
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|
2024
Q2 | $880K | Buy |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $729K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $220K | Buy |
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