Mather Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.08M | Buy |
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|
2025
Q2 | $1.83M | Sell |
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|
2025
Q1 | $1.68M | Buy |
|
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|
2024
Q4 | $1.46M | Buy |
|
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|
2024
Q3 | $1.14M | Buy |
|
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|
2024
Q2 | $1.09M | Buy |
|
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|
2024
Q1 | $823K | Sell |
|
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|
2023
Q4 | $824K | Sell |
|
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|
2023
Q3 | $781K | Buy |
|
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|
2023
Q2 | $686K | Buy |
|
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|
2023
Q1 | $563K | Sell |
|
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|
2022
Q4 | $1.44M | Buy |
|
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|
2022
Q3 | $1.39M | Buy |
|
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|
2022
Q2 | $1.07M | Buy |
|
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $222K | Buy |
|