MERITAGE PORTFOLIO MANAGEMENT's ownership history for WF

MERITAGE PORTFOLIO MANAGEMENT currently holds 6.7K shares with a market value of $391.0K. It started holding WF on 2024-09-30. At its peak, it held 170.3K shares on 2024-09-30. Its highest holding value was $5.3M on 2025-09-30. At its lowest, it held 6.7K shares on 2025-12-31, with a value of $6.1K on 2024-09-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 89.0K. In the recent year, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 152.4K.