Wells Fargo’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
66,622
+49,655
| +293% | +$1.09M | ﹤0.01% | 3135 |
|
|
2025
Q1 | $242K | Buy |
16,967
+1,493
| +10% | +$21.3K | ﹤0.01% | 4135 |
|
|
2024
Q4 | $287K | Buy |
15,474
+4,966
| +47% | +$92.1K | ﹤0.01% | 4085 |
|
|
2024
Q3 | $276K | Sell |
10,508
-196
| -2% | -$5.16K | ﹤0.01% | 3986 |
|
|
2024
Q2 | $477K | Buy |
10,704
+1,911
| +22% | +$85.2K | ﹤0.01% | 3605 |
|
|
2024
Q1 | $344K | Buy |
8,793
+1,293
| +17% | +$50.6K | ﹤0.01% | 3786 |
|
|
2023
Q4 | $241K | Buy |
7,500
+1,020
| +16% | +$32.8K | ﹤0.01% | 3975 |
|
|
2023
Q3 | $190K | Sell |
6,480
-8,222
| -56% | -$241K | ﹤0.01% | 4073 |
|
|
2023
Q2 | $619K | Sell |
14,702
-3,677
| -20% | -$155K | ﹤0.01% | 3583 |
|
|
2023
Q1 | $656K | Buy |
18,379
+16,803
| +1,066% | +$599K | ﹤0.01% | 3431 |
|
|
2022
Q4 | $70K | Sell |
1,576
-504
| -24% | -$22.4K | ﹤0.01% | 4414 |
|
|
2022
Q3 | $70K | Buy |
2,080
+132
| +7% | +$4.44K | ﹤0.01% | 4500 |
|
|
2022
Q2 | $66K | Sell |
1,948
-5,293
| -73% | -$179K | ﹤0.01% | 4616 |
|
|
2022
Q1 | $384K | Sell |
7,241
-8,626
| -54% | -$457K | ﹤0.01% | 4311 |
|
|
2021
Q4 | $1.12M | Buy |
15,867
+15,540
| +4,752% | +$1.1M | ﹤0.01% | 3768 |
|
|
2021
Q3 | $20K | Sell |
327
-16,933
| -98% | -$1.04M | ﹤0.01% | 5657 |
|
|
2021
Q2 | $926K | Sell |
17,260
-9,989
| -37% | -$536K | ﹤0.01% | 4027 |
|
|
2021
Q1 | $1.37M | Buy |
27,249
+3,581
| +15% | +$180K | ﹤0.01% | 3776 |
|
|
2020
Q4 | $732K | Buy |
23,668
+14,687
| +164% | +$454K | ﹤0.01% | 4177 |
|
|
2020
Q3 | $214K | Buy |
+8,981
| New | +$214K | ﹤0.01% | 4769 |
|