Monarch Capital Management Inc Wells Fargo & Company Transaction History

Monarch Capital Management Inc

$353 Million
Q1 2025

A detailed history of Monarch Capital Management Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Monarch Capital Management Inc holds 9,944 shares of WFC stock, worth $643,476. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,944

Previous 9,555 4.07%

Holding current value

$643,476

Previous $671,000 6.26%

% of portfolio

0.2%

Previous 0.19%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$66.78 - $81.42 $25,977 - $31,672	389 Added 4.07%	9,944 $713,000
Q4 2023 Jan 17, 2024	SELL	$38.67 - $50.51 $6,767 - $8,839	-175 Reduced 1.8%	9,555 $470,000
Q3 2023 Nov 02, 2023	SELL	$40.43 - $47.13 $49,728 - $57,969	-1,230 Reduced 11.22%	9,730 $397,000
Q2 2023 Aug 01, 2023	SELL	$36.72 - $42.68 $29,376 - $34,144	-800 Reduced 6.8%	10,960 $467,000
Q1 2023 Apr 25, 2023	SELL	$36.23 - $48.5 $471,134 - $630,694	-13,004 Reduced 52.51%	11,760 $439,000
Q4 2022 Jan 26, 2023	SELL	$40.23 - $47.95 $130,345 - $155,358	-3,240 Reduced 11.57%	24,764 $0
Q3 2022 Oct 20, 2022	SELL	$1.55 - $45.53 $1,018 - $29,913	-657 Reduced 2.29%	28,004 $1.13 Million
Q2 2022 Jul 20, 2022	SELL	$37.43 - $49.33 $18,715 - $24,665	-500 Reduced 1.71%	28,661 $1.12 Million
Q1 2022 Apr 20, 2022	BUY	$45.81 - $59.06 $45,351 - $58,469	990 Added 3.51%	29,161 $1.41 Million
Q4 2021 Jan 19, 2022	SELL	$45.31 - $52.0 $67,965 - $78,000	-1,500 Reduced 5.06%	28,171 $1.35 Million
Q3 2021 Nov 04, 2021	SELL	$42.32 - $51.15 $4,232 - $5,115	-100 Reduced 0.34%	29,671 $1.38 Million
Q2 2021 Jul 22, 2021	SELL	$39.48 - $47.9 $31,583 - $38,320	-800 Reduced 2.62%	29,771 $1.35 Million
Q4 2020 Jan 26, 2021	SELL	$21.14 - $30.35 $41,011 - $58,879	-1,940 Reduced 5.97%	30,571 $923,000
Q3 2020 Oct 22, 2020	SELL	$22.83 - $26.35 $87,575 - $101,078	-3,836 Reduced 10.55%	32,511 $764,000
Q2 2020 Jul 23, 2020	SELL	$22.53 - $33.32 $114,925 - $169,965	-5,101 Reduced 12.31%	36,347 $930,000
Q1 2020 Apr 30, 2020	BUY	$25.25 - $53.75 $90,142 - $191,887	3,570 Added 9.42%	41,448 $1.19 Million
Q3 2019 Oct 30, 2019	SELL	$43.38 - $50.71 $4,338 - $5,071	-100 Reduced 0.26%	37,878 $1.91 Million
Q2 2019 Jul 31, 2019	SELL	$44.37 - $49.17 $70,992 - $78,672	-1,600 Reduced 4.04%	37,978 $1.8 Million
Q1 2019 May 01, 2019	SELL	$46.57 - $51.73 $51,227 - $56,903	-1,100 Reduced 2.7%	39,578 $1.91 Million
Q4 2018 Jan 23, 2019	SELL	$43.6 - $54.46 $288,457 - $360,307	-6,616 Reduced 13.99%	40,678 $1.87 Million
Q3 2018 Nov 14, 2018	BUY	$52.56 - $59.19 $191,423 - $215,569	3,642 Added 8.34%	47,294 $2.49 Million
Q2 2018 Aug 14, 2018	SELL	$50.39 - $56.18 $301,684 - $336,349	-5,987 Reduced 12.06%	43,652 $2.42 Million
Q1 2018 Apr 18, 2018	SELL	$50.98 - $65.93 $79,834 - $103,246	-1,566 Reduced 3.06%	49,639 $2.6 Million
Q4 2017 Jan 31, 2018	SELL	$53.19 - $61.61 $419,403 - $485,794	-7,885 Reduced 13.34%	51,205 $3.11 Million
Q3 2017 Oct 18, 2017	BUY	$49.58 - $55.15 $2.93 Million - $3.26 Million	59,090	59,090 $3.26 Million

Others Institutions Holding WFC

# of Institutions

2,857

Shares Held

2.23B

Call Options Held

67.4M

Put Options Held

55.1M

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $246B
Description
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...

More about WFC

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Monarch Capital Management Inc Wells Fargo & Company Transaction History