MFG
Magnus Financial Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
7,467
+2
| +0% | +$160 | 0.05% | 205 |
|
|
2025
Q1 | $536K | Buy |
7,465
+115
| +2% | +$8.26K | 0.05% | 214 |
|
|
2024
Q4 | $516K | Buy |
7,350
+1,867
| +34% | +$131K | 0.05% | 213 |
|
|
2024
Q3 | $310K | Buy |
5,483
+106
| +2% | +$5.99K | 0.03% | 268 |
|
|
2024
Q2 | $319K | Buy |
5,377
+161
| +3% | +$9.56K | 0.04% | 244 |
|
|
2024
Q1 | $302K | Sell |
5,216
-101
| -2% | -$5.85K | 0.04% | 245 |
|
|
2023
Q4 | $262K | Buy |
5,317
+40
| +0.8% | +$1.97K | 0.03% | 244 |
|
|
2023
Q3 | $216K | Sell |
5,277
-118
| -2% | -$4.82K | 0.03% | 242 |
|
|
2023
Q2 | $230K | Sell |
5,395
-467
| -8% | -$19.9K | 0.03% | 240 |
|
|
2023
Q1 | $219K | Buy |
5,862
+206
| +4% | +$7.7K | 0.03% | 250 |
|
|
2022
Q4 | $234K | Buy |
5,656
+17
| +0.3% | +$702 | 0.04% | 235 |
|
|
2022
Q3 | $227K | Sell |
5,639
-495
| -8% | -$19.9K | 0.04% | 221 |
|
|
2022
Q2 | $240K | Buy |
6,134
+1,087
| +22% | +$42.5K | 0.04% | 240 |
|
|
2022
Q1 | $245K | Buy |
+5,047
| New | +$245K | 0.04% | 247 |
|
|
2021
Q1 | – | Sell |
-7,568
| Closed | -$228K | – | 354 |
|
|
2020
Q4 | $228K | Sell |
7,568
-8,520
| -53% | -$257K | 0.02% | 270 |
|
|
2020
Q3 | $378K | Buy |
16,088
+5,126
| +47% | +$120K | 0.04% | 157 |
|
|
2020
Q2 | $281K | Sell |
10,962
-11,340
| -51% | -$291K | 0.03% | 387 |
|
|
2020
Q1 | $640K | Buy |
22,302
+11,204
| +101% | +$322K | 0.09% | 113 |
|
|
2019
Q4 | $597K | Buy |
11,098
+275
| +3% | +$14.8K | 0.09% | 108 |
|
|
2019
Q3 | $546K | Buy |
10,823
+539
| +5% | +$27.2K | 0.1% | 104 |
|
|
2019
Q2 | $487K | Sell |
10,284
-232
| -2% | -$11K | 0.09% | 120 |
|
|
2019
Q1 | $508K | Buy |
10,516
+736
| +8% | +$35.6K | 0.1% | 109 |
|
|
2018
Q4 | $451K | Buy |
+9,780
| New | +$451K | 0.12% | 99 |
|