M3 Advisory Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
6,388
+36
| +0.6% | +$2.89K | 0.35% | 55 |
|
|
2025
Q1 | $456K | Buy |
6,352
+200
| +3% | +$14.4K | 0.36% | 59 |
|
|
2024
Q4 | $432K | Sell |
6,152
-4
| -0.1% | -$281 | 0.31% | 69 |
|
|
2024
Q3 | $348K | Buy |
6,156
+28
| +0.5% | +$1.58K | 0.26% | 90 |
|
|
2024
Q2 | $364K | Buy |
6,128
+200
| +3% | +$11.9K | 0.3% | 82 |
|
|
2024
Q1 | $344K | Buy |
5,928
+26
| +0.4% | +$1.51K | 0.31% | 77 |
|
|
2023
Q4 | $291K | Buy |
+5,902
| New | +$291K | 0.34% | 69 |
|