Monte Financial Group, LLC's ownership history for WFC

Monte Financial Group, LLC currently holds 86.7K shares with a market value of $6.9M. It started holding WFC on 2024-09-30. At its peak, it held 126.9K shares on 2024-09-30. Its highest holding value was $9.1M on 2025-09-30. At its lowest, it held 86.7K shares on 2026-03-31, with a value of $6.9M on 2026-03-31. In the recent 180 days, Monte Financial Group, LLC has decreased its shares by 21.5K. In the recent year, Monte Financial Group, LLC has decreased its shares by 22.1K.