MWM
Mascoma Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Hold |
379
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $27.2K | Hold |
379
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $26.6K | Hold |
379
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $21.4K | Sell |
379
-302
| -44% | -$17.1K | 0.01% | 257 |
|
|
2024
Q2 | $40.4K | Hold |
681
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $39.5K | Sell |
681
-600
| -47% | -$34.8K | 0.01% | 200 |
|
|
2023
Q4 | $63.1K | Sell |
1,281
-124
| -9% | -$6.1K | 0.02% | 171 |
|
|
2023
Q3 | $57.4K | Buy |
1,405
+124
| +10% | +$5.07K | 0.02% | 177 |
|
|
2023
Q2 | $57K | Sell |
1,281
-33
| -3% | -$1.47K | 0.02% | 181 |
|
|
2023
Q1 | $52.2K | Hold |
1,314
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $54.3K | Sell |
1,314
-575
| -30% | -$23.7K | 0.02% | 219 |
|
|
2022
Q3 | $76K | Sell |
1,889
-112
| -6% | -$4.51K | 0.03% | 194 |
|
|
2022
Q2 | $78K | Sell |
2,001
-34
| -2% | -$1.33K | 0.03% | 198 |
|
|
2022
Q1 | $99K | Buy |
2,035
+313
| +18% | +$15.2K | 0.03% | 186 |
|
|
2021
Q4 | $83K | Hold |
1,722
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $80K | Buy |
+1,722
| New | +$80K | 0.03% | 171 |
|
|
2021
Q2 | – | Sell |
-1,689
| Closed | -$66K | – | 429 |
|
|
2021
Q1 | $66K | Buy |
+1,689
| New | +$66K | 0.03% | 181 |
|
|
2019
Q3 | – | Sell |
-1,464
| Closed | -$69K | – | 343 |
|
|
2019
Q2 | $69K | Hold |
1,464
| – | – | 0.04% | 137 |
|
|
2019
Q1 | $71K | Hold |
1,464
| – | – | 0.05% | 129 |
|
|
2018
Q4 | $67K | Sell |
1,464
-550
| -27% | -$25.2K | 0.05% | 127 |
|
|
2018
Q3 | $106K | Hold |
2,014
| – | – | 0.07% | 119 |
|
|
2018
Q2 | $112K | Buy |
2,014
+600
| +42% | +$33.4K | 0.08% | 103 |
|
|
2018
Q1 | $74K | Sell |
1,414
-500
| -26% | -$26.2K | 0.05% | 124 |
|
|
2017
Q4 | $123K | Buy |
1,914
+252
| +15% | +$16.2K | 0.08% | 92 |
|
|
2017
Q3 | $92K | Sell |
1,662
-320
| -16% | -$17.7K | 0.06% | 118 |
|
|
2017
Q2 | $110K | Sell |
1,982
-300
| -13% | -$16.7K | 0.07% | 107 |
|
|
2017
Q1 | $127K | Sell |
2,282
-407
| -15% | -$22.7K | 0.09% | 87 |
|
|
2016
Q4 | $148K | Buy |
+2,689
| New | +$148K | 0.11% | 82 |
|