Marks Group Wealth Management’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 | $2.68M | Buy |
33,418
+3,245
| +11% | +$260K | 0.25% | 103 |
|
|
2025
Q1 | $2.17M | Sell |
30,173
-254
| -0.8% | -$18.2K | 0.21% | 115 |
|
|
2024
Q4 | $2.14M | Sell |
30,427
-721
| -2% | -$50.6K | 0.21% | 116 |
|
|
2024
Q3 | $1.76M | Sell |
31,148
-264
| -0.8% | -$14.9K | 0.17% | 133 |
|
|
2024
Q2 | $1.87M | Sell |
31,412
-5,481
| -15% | -$326K | 0.2% | 126 |
|
|
2024
Q1 | $2.14M | Sell |
36,893
-3,859
| -9% | -$224K | 0.22% | 119 |
|
|
2023
Q4 | $2.01M | Sell |
40,752
-4,147
| -9% | -$204K | 0.23% | 126 |
|
|
2023
Q3 | $1.83M | Sell |
44,899
-10,288
| -19% | -$420K | 0.23% | 127 |
|
|
2023
Q2 | $2.36M | Buy |
55,187
+3,042
| +6% | +$130K | 0.28% | 109 |
|
|
2023
Q1 | $1.95M | Buy |
52,145
+5,669
| +12% | +$212K | 0.25% | 121 |
|
|
2022
Q4 | $1.92M | Buy |
46,476
+4,808
| +12% | +$199K | 0.26% | 115 |
|
|
2022
Q3 | $1.68M | Buy |
41,668
+5,271
| +14% | +$212K | 0.26% | 114 |
|
|
2022
Q2 | $1.43M | Buy |
36,397
+7,982
| +28% | +$313K | 0.21% | 134 |
|
|
2022
Q1 | $1.38M | Buy |
28,415
+5,022
| +21% | +$243K | 0.17% | 131 |
|
|
2021
Q4 | $1.13M | Buy |
23,393
+3,791
| +19% | +$182K | 0.14% | 160 |
|
|
2021
Q3 | $908K | Buy |
19,602
+3,409
| +21% | +$158K | 0.12% | 157 |
|
|
2021
Q2 | $734K | Sell |
16,193
-1,314
| -8% | -$59.6K | 0.1% | 159 |
|
|
2021
Q1 | $681K | Buy |
17,507
+2,515
| +17% | +$97.8K | 0.1% | 159 |
|
|
2020
Q4 | $452K | Sell |
14,992
-9,984
| -40% | -$301K | 0.07% | 179 |
|
|
2020
Q3 | $587K | Buy |
24,976
+885
| +4% | +$20.8K | 0.11% | 162 |
|
|
2020
Q2 | $621K | Buy |
24,091
+5,316
| +28% | +$137K | 0.13% | 143 |
|
|
2020
Q1 | $540K | Buy |
18,775
+2,159
| +13% | +$62.1K | 0.14% | 142 |
|
|
2019
Q4 | $894K | Buy |
+16,616
| New | +$894K | 0.18% | 147 |
|