Magnus Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $310K | Buy |
|
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|
2024
Q2 | $319K | Buy |
|
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|
2024
Q1 | $302K | Sell |
|
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|
2023
Q4 | $262K | Buy |
|
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|
2023
Q3 | $216K | Sell |
|
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $219K | Buy |
|
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|
2022
Q4 | $234K | Buy |
|
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|
2022
Q3 | $227K | Sell |
|
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|
2022
Q2 | $240K | Buy |
|
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|
2022
Q1 | $245K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $378K | Buy |
|
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $640K | Buy |
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|
2019
Q4 | $597K | Buy |
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|
2019
Q3 | $546K | Buy |
|
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|
2019
Q2 | $487K | Sell |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | $451K | Buy |
|