M Holdings Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $763K | Buy |
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|
2023
Q3 | $633K | Buy |
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|
2023
Q2 | – | Hold |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $829K | Buy |
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|
2021
Q2 | $968K | Buy |
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|
2021
Q1 | $817K | Buy |
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|
2020
Q4 | $603K | Sell |
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|
2020
Q3 | $906K | Buy |
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|
2020
Q2 | $974K | Buy |
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|
2020
Q1 | $542K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $560K | Sell |
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|
2018
Q4 | $577K | Buy |
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|
2018
Q3 | $591K | Buy |
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|
2018
Q2 | $516K | Buy |
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|
2018
Q1 | $388K | Buy |
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|
2017
Q4 | $449K | Sell |
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|
2017
Q3 | $737K | Sell |
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|
2017
Q2 | $813K | Buy |
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|
2017
Q1 | $491K | Sell |
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|
2016
Q4 | $587K | Sell |
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|
2016
Q3 | $494K | Sell |
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|
2016
Q2 | $686K | Sell |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $879K | Buy |
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|
2015
Q3 | $798K | Buy |
|
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|
2015
Q2 | $858K | Buy |
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|
2015
Q1 | $792K | Sell |
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|
2014
Q4 | $811K | Sell |
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|
2014
Q3 | $837K | Sell |
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|
2014
Q2 | $898K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $510K | Buy |
|