Massachusetts 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 | $2.59M | Buy |
32,317
+200
| +0.6% | +$16K | 1.46% | 25 |
|
|
2025
Q1 | $2.31M | Sell |
32,117
-360
| -1% | -$25.8K | 1.58% | 21 |
|
|
2024
Q4 | $2.28M | Buy |
32,477
+1,225
| +4% | +$86K | 1.41% | 26 |
|
|
2024
Q3 | $1.77M | Sell |
31,252
-250
| -0.8% | -$14.1K | 1.11% | 42 |
|
|
2024
Q2 | $1.87M | Sell |
31,502
-75
| -0.2% | -$4.45K | 1.26% | 32 |
|
|
2024
Q1 | $1.83M | Buy |
31,577
+550
| +2% | +$31.9K | 1.29% | 33 |
|
|
2023
Q4 | $1.53M | Sell |
31,027
-1,083
| -3% | -$53.3K | 1.23% | 33 |
|
|
2023
Q3 | $1.31M | Sell |
32,110
-200
| -0.6% | -$8.17K | 1.2% | 33 |
|
|
2023
Q2 | $1.38M | Buy |
32,310
+1,925
| +6% | +$82.2K | 1.32% | 30 |
|
|
2023
Q1 | $1.14M | Sell |
30,385
-100
| -0.3% | -$3.74K | 1.17% | 36 |
|
|
2022
Q4 | $1.43M | Buy |
+30,485
| New | +$1.43M | 1.38% | 30 |
|