PCMC
Paragon Capital Management (Colorado)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
3,256
| – | – | 0.05% | 123 |
|
|
2025
Q1 | $234K | Hold |
3,256
| – | – | 0.05% | 164 |
|
|
2024
Q4 | $229K | Buy |
+3,256
| New | +$229K | 0.05% | 161 |
|
|
2022
Q1 | – | Sell |
-2,340
| Closed | -$112K | – | 522 |
|
|
2021
Q4 | $112K | Buy |
+2,340
| New | +$112K | 0.02% | 270 |
|
|
2018
Q4 | – | Sell |
-7,528
| Closed | -$396K | – | 252 |
|
|
2018
Q3 | $396K | Sell |
7,528
-479
| -6% | -$25.2K | 0.34% | 56 |
|
|
2018
Q2 | $444K | Buy |
8,007
+180
| +2% | +$9.98K | 0.39% | 48 |
|
|
2018
Q1 | $410K | Buy |
+7,827
| New | +$410K | 0.18% | 59 |
|
|
2017
Q4 | – | Sell |
-3,701
| Closed | -$204K | – | 221 |
|
|
2017
Q3 | $204K | Buy |
+3,701
| New | +$204K | 0.08% | 197 |
|
|
2017
Q2 | – | Sell |
-63,925
| Closed | -$880K | – | 194 |
|
|
2017
Q1 | $880K | Buy |
+63,925
| New | +$880K | 0.39% | 31 |
|