Montag A & Associates Inc WELLS FARGO CO NEW Transaction History

Montag A & Associates Inc

  • $2.02 Billion
  • Q2 2025
Number of Shares
1,854
Previous 1,894 2.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
N/A
-40 Reduced 2.11%
1,854 $0
Q1 2025

May 05, 2025
SELL
N/A
-50 Reduced 2.57%
1,894 $0
Q4 2024

Jan 30, 2025
BUY
N/A
85 Added 4.57%
1,944 $0
Q3 2024

Nov 05, 2024
BUY
N/A
100 Added 5.69%
1,859 $0
Q2 2024

Jul 31, 2024
BUY
N/A
275 Added 18.53%
1,759 $0
Q1 2024

May 07, 2024
BUY
N/A
634 Added 74.59%
1,484 $0
Q4 2023

Feb 07, 2024
SELL
N/A
-140 Reduced 14.14%
850 $0
Q3 2023

Nov 09, 2023
SELL
N/A
-110 Reduced 10.0%
990 $0
Q4 2022

Feb 02, 2023
SELL
N/A
-140 Reduced 11.29%
1,100 $0
Q2 2022

Aug 10, 2022
SELL
N/A
-50 Reduced 3.88%
1,240 $1.51 Million
Q4 2021

Feb 09, 2022
BUY
N/A
1,290 New
1,290 $0
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