Mather Group’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 | $1.83M | Sell |
22,782
-642
| -3% | -$51.4K | 0.02% | 199 |
|
|
2025
Q1 | $1.68M | Buy |
23,424
+2,680
| +13% | +$192K | 0.02% | 190 |
|
|
2024
Q4 | $1.46M | Buy |
20,744
+610
| +3% | +$42.8K | 0.02% | 200 |
|
|
2024
Q3 | $1.14M | Buy |
20,134
+1,391
| +7% | +$78.6K | 0.01% | 228 |
|
|
2024
Q2 | $1.09M | Buy |
18,743
+2,027
| +12% | +$117K | 0.01% | 255 |
|
|
2024
Q1 | $823K | Sell |
16,716
-20
| -0.1% | -$984 | 0.01% | 249 |
|
|
2023
Q4 | $824K | Sell |
16,736
-2,369
| -12% | -$117K | 0.01% | 257 |
|
|
2023
Q3 | $781K | Buy |
19,105
+3,032
| +19% | +$124K | 0.01% | 251 |
|
|
2023
Q2 | $686K | Buy |
16,073
+1,020
| +7% | +$43.5K | 0.01% | 287 |
|
|
2023
Q1 | $563K | Sell |
15,053
-19,862
| -57% | -$742K | 0.01% | 307 |
|
|
2022
Q4 | $1.44M | Buy |
34,915
+483
| +1% | +$19.9K | 0.03% | 164 |
|
|
2022
Q3 | $1.39M | Buy |
34,432
+7,134
| +26% | +$287K | 0.03% | 157 |
|
|
2022
Q2 | $1.07M | Buy |
27,298
+1,032
| +4% | +$40.4K | 0.02% | 174 |
|
|
2022
Q1 | $1.27M | Buy |
26,266
+21,630
| +467% | +$1.05M | 0.03% | 143 |
|
|
2021
Q4 | $222K | Buy |
+4,636
| New | +$222K | ﹤0.01% | 357 |
|