MAM
Mark Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
172,748
-57,427
| -25% | -$4.6M | 1.08% | 24 |
|
|
2025
Q1 | $16.5M | Buy |
230,175
+57,174
| +33% | +$4.1M | 1.6% | 21 |
|
|
2024
Q4 | $12.2M | Sell |
173,001
-8,348
| -5% | -$586K | 1.32% | 20 |
|
|
2024
Q3 | $10.2M | Buy |
181,349
+990
| +0.5% | +$55.9K | 0.94% | 26 |
|
|
2024
Q2 | $10.7M | Buy |
180,359
+80,697
| +81% | +$4.79M | 1.07% | 21 |
|
|
2024
Q1 | $5.78M | Buy |
99,662
+39,747
| +66% | +$2.3M | 0.75% | 31 |
|
|
2023
Q4 | $2.95M | Buy |
+59,915
| New | +$2.95M | 0.39% | 32 |
|
|
2023
Q2 | – | Sell |
-28,335
| Closed | -$1.06M | – | 49 |
|
|
2023
Q1 | $1.06M | Sell |
28,335
-40,408
| -59% | -$1.51M | 0.19% | 42 |
|
|
2022
Q4 | $2.84M | Buy |
+68,743
| New | +$2.84M | 0.65% | 37 |
|
|
2020
Q2 | – | Sell |
-60,000
| Closed | -$1.72M | – | 62 |
|
|
2020
Q1 | $1.72M | Sell |
60,000
-65,974
| -52% | -$1.89M | 0.4% | 32 |
|
|
2019
Q4 | $6.78M | Buy |
125,974
+25,974
| +26% | +$1.4M | 1.13% | 20 |
|
|
2019
Q3 | $5.04M | Buy |
+100,000
| New | +$5.04M | 1.26% | 22 |
|