MSA
Marino Stram & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
5,198
+22
| +0.4% | +$1.76K | 0.08% | 122 |
|
|
2025
Q1 | $372K | Sell |
5,176
-108
| -2% | -$7.75K | 0.08% | 121 |
|
|
2024
Q4 | $371K | Buy |
5,284
+105
| +2% | +$7.38K | 0.08% | 122 |
|
|
2024
Q3 | $293K | Buy |
5,179
+440
| +9% | +$24.9K | 0.07% | 137 |
|
|
2024
Q2 | $281K | Sell |
4,739
-233
| -5% | -$13.8K | 0.07% | 132 |
|
|
2024
Q1 | $288K | Sell |
4,972
-36
| -0.7% | -$2.09K | 0.07% | 139 |
|
|
2023
Q4 | $246K | Sell |
5,008
-24
| -0.5% | -$1.18K | 0.06% | 148 |
|
|
2023
Q3 | $206K | Buy |
5,032
+44
| +0.9% | +$1.8K | 0.06% | 150 |
|
|
2023
Q2 | $213K | Buy |
+4,988
| New | +$213K | 0.06% | 150 |
|
|
2021
Q3 | – | Sell |
-11,657
| Closed | -$528K | – | 288 |
|
|
2021
Q2 | $528K | Buy |
+11,657
| New | +$528K | 0.14% | 120 |
|
|
2020
Q3 | – | Sell |
-7,802
| Closed | -$200K | – | 114 |
|
|
2020
Q2 | $200K | Sell |
7,802
-5,213
| -40% | -$134K | 0.12% | 104 |
|
|
2020
Q1 | $374K | Buy |
13,015
+1,502
| +13% | +$43.2K | 0.29% | 60 |
|
|
2019
Q4 | $619K | Buy |
11,513
+151
| +1% | +$8.12K | 0.41% | 46 |
|
|
2019
Q3 | $573K | Sell |
11,362
-289
| -2% | -$14.6K | 0.41% | 42 |
|
|
2019
Q2 | $551K | Buy |
11,651
+1,129
| +11% | +$53.4K | 0.4% | 43 |
|
|
2019
Q1 | $508K | Buy |
10,522
+874
| +9% | +$42.2K | 0.37% | 44 |
|
|
2018
Q4 | $445K | Sell |
9,648
-2,465
| -20% | -$114K | 0.39% | 45 |
|
|
2018
Q3 | $628K | Sell |
12,113
-2,559
| -17% | -$133K | 0.5% | 38 |
|
|
2018
Q2 | $802K | Sell |
14,672
-3,503
| -19% | -$191K | 0.71% | 29 |
|
|
2018
Q1 | $953K | Sell |
18,175
-662
| -4% | -$34.7K | 0.88% | 25 |
|
|
2017
Q4 | $1.14M | Buy |
+18,837
| New | +$1.14M | 1.06% | 21 |
|