Wells Fargo’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.35M | Sell |
298,288
-6,411
| -2% | -$70.7K | ﹤0.01% | 2900 |
|
|
2025
Q4 | $3.49M | Sell |
304,699
-238,419
| -44% | -$2.83M | ﹤0.01% | 2998 |
|
|
2025
Q3 | $6.51M | Sell |
543,118
-41,847
| -7% | -$534K | ﹤0.01% | 2360 |
|
|
2025
Q2 | $7.38M | Buy |
584,965
+691
| +0.1% | +$8.47K | ﹤0.01% | 2155 |
|
|
2025
Q1 | $7.51M | Buy |
584,274
+31,062
| +6% | +$422K | ﹤0.01% | 2097 |
|
|
2024
Q4 | $7.46M | Sell |
553,212
-34,810
| -6% | -$473K | ﹤0.01% | 2126 |
|
|
2024
Q3 | $7.87M | Buy |
588,022
+470,437
| +400% | +$6.64M | ﹤0.01% | 2040 |
|
|
2024
Q2 | $1.78M | Buy |
117,585
+13,365
| +13% | +$205K | ﹤0.01% | 3070 |
|
|
2024
Q1 | $1.57M | Buy |
104,220
+3,597
| +4% | +$51K | ﹤0.01% | 3167 |
|
|
2023
Q4 | $1.38M | Sell |
100,623
-2,032
| -2% | -$27.1K | ﹤0.01% | 3199 |
|
|
2023
Q3 | $1.41M | Sell |
102,655
-14,572
| -12% | -$195K | ﹤0.01% | 3063 |
|
|
2023
Q2 | $1.47M | Sell |
117,227
-60,883
| -34% | -$710K | ﹤0.01% | 3156 |
|
|
2023
Q1 | $2.03M | Buy |
178,110
+34,462
| +24% | +$413K | ﹤0.01% | 2845 |
|
|
2022
Q4 | $1.64M | Buy |
143,648
+43,808
| +44% | +$505K | ﹤0.01% | 2924 |
|
|
2022
Q3 | $1.02M | Sell |
99,840
-1,147
| -1% | -$14K | ﹤0.01% | 3230 |
|
|
2022
Q2 | $1.09M | Sell |
100,987
-7,822
| -7% | -$95.6K | ﹤0.01% | 3241 |
|
|
2022
Q1 | $1.44M | Sell |
108,809
-13,989
| -11% | -$186K | ﹤0.01% | 3583 |
|
|
2021
Q4 | $1.57M | Sell |
122,798
-2,346,480
| -95% | -$30.8M | ﹤0.01% | 3729 |
|
|
2021
Q3 | $32M | Buy |
2,469,278
+91,682
| +4% | +$1.25M | 0.01% | 1332 |
|
|
2021
Q2 | $32.5M | Buy |
2,377,596
+109,384
| +5% | +$1.57M | 0.01% | 1347 |
|
|
2021
Q1 | $31.1M | Buy |
2,268,212
+59,307
| +3% | +$783K | 0.01% | 1330 |
|
|
2020
Q4 | $23.5M | Buy |
2,208,905
+5,641
| +0.3% | +$54.8K | 0.01% | 1445 |
|
|
2020
Q3 | $18.2M | Buy |
2,203,264
+58,450
| +3% | +$541K | 0.01% | 1474 |
|
|
2020
Q2 | $20.5M | Buy |
2,144,814
+108,610
| +5% | +$981K | 0.01% | 1364 |
|
|
2020
Q1 | $13.7M | Sell |
2,036,204
-78,823
| -4% | -$1.18M | ﹤0.01% | 1469 |
|
|
2019
Q4 | $36.9M | Buy |
2,115,027
+34,992
| +2% | +$577K | 0.01% | 1108 |
|
|
2019
Q3 | $33.5M | Buy |
2,080,035
+42,746
| +2% | +$699K | 0.01% | 1122 |
|
|
2019
Q2 | $32.2M | Buy |
2,037,289
+135,636
| +7% | +$2.13M | 0.01% | 1171 |
|
|
2019
Q1 | $28.8M | Buy |
1,901,653
+393,440
| +26% | +$5.9M | 0.01% | 1214 |
|
|
2018
Q4 | $18.7M | Buy |
1,508,213
+14,297
| +1% | +$218K | 0.01% | 1414 |
|
|
2018
Q3 | $24.4M | Buy |
1,493,916
+63,434
| +4% | +$1.08M | 0.01% | 1378 |
|
|
2018
Q2 | $23.9M | Buy |
1,430,482
+105,703
| +8% | +$1.76M | 0.01% | 1372 |
|
|
2018
Q1 | $20.7M | Buy |
1,324,779
+128,570
| +11% | +$2.14M | 0.01% | 1435 |
|
|
2017
Q4 | $20.3M | Buy |
1,196,209
+186,045
| +18% | +$3.34M | 0.01% | 1431 |
|
|
2017
Q3 | $18.5M | Buy |
1,010,164
+43,124
| +4% | +$802K | 0.01% | 1473 |
|
|
2017
Q2 | $18.5M | Buy |
967,040
+62,063
| +7% | +$1.21M | 0.01% | 1433 |
|
|
2017
Q1 | $17.8M | Buy |
904,977
+47,889
| +6% | +$887K | 0.01% | 1449 |
|
|
2016
Q4 | $15.1M | Buy |
857,088
+56,681
| +7% | +$1.02M | 0.01% | 1556 |
|
|
2016
Q3 | $13.9M | Sell |
800,407
-5,561
| -0.7% | -$97.5K | 0.01% | 1535 |
|
|
2016
Q2 | $13.4M | Buy |
805,968
+174,190
| +28% | +$2.92M | 0.01% | 1592 |
|
|
2016
Q1 | $10.5M | Buy |
631,778
+59,897
| +10% | +$925K | ﹤0.01% | 1760 |
|
|
2015
Q4 | $8.96M | Sell |
571,881
-16,030
| -3% | -$274K | ﹤0.01% | 1920 |
|
|
2015
Q3 | $9.66M | Buy |
587,911
+48,056
| +9% | +$951K | ﹤0.01% | 1827 |
|
|
2015
Q2 | $11.5M | Buy |
539,855
+9,980
| +2% | +$231K | ﹤0.01% | 1805 |
|
|
2015
Q1 | $12.2M | Buy |
529,875
+157,067
| +42% | +$3.54M | ﹤0.01% | 1706 |
|
|
2014
Q4 | $8.3M | Sell |
372,808
-18,279
| -5% | -$438K | ﹤0.01% | 1956 |
|
|
2014
Q3 | $9.59M | Sell |
391,087
-100,668
| -20% | -$2.61M | ﹤0.01% | 1823 |
|
|
2014
Q2 | $12.7M | Buy |
491,755
+143,643
| +41% | +$3.54M | 0.01% | 1627 |
|
|
2014
Q1 | $8.68M | Buy |
348,112
+166,996
| +92% | +$4.31M | ﹤0.01% | 1904 |
|
|
2013
Q4 | $4.61M | Sell |
181,116
-167,155
| -48% | -$4.3M | ﹤0.01% | 2319 |
|
|
2013
Q3 | $8.52M | Sell |
348,271
-47,511
| -12% | -$1.15M | ﹤0.01% | 1767 |
|
|
2013
Q2 | $9.19M | Buy |
+395,782
| New | +$9.87M | ﹤0.01% | 1649 |
|
Other funds holding MFIC
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AMH
SFM
NCM
