MHR
Matthew Hamilton Rosenberg’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
4,278
+1,584
| +59% | +$127K | 0.08% | 125 |
|
|
2025
Q1 | $193K | Hold |
2,694
| – | – | 0.05% | 193 |
|
|
2024
Q4 | $189K | Buy |
2,694
+121
| +5% | +$8.5K | 0.05% | 189 |
|
|
2024
Q3 | $145K | Hold |
2,573
| – | – | 0.04% | 246 |
|
|
2024
Q2 | $156K | Hold |
2,573
| – | – | 0.05% | 218 |
|
|
2024
Q1 | $148K | Sell |
2,573
-179
| -7% | -$10.3K | 0.04% | 241 |
|
|
2023
Q4 | $135K | Sell |
2,752
-502
| -15% | -$24.7K | 0.04% | 243 |
|
|
2023
Q3 | $133K | Buy |
3,254
+240
| +8% | +$9.81K | 0.04% | 242 |
|
|
2023
Q2 | $129K | Sell |
3,014
-451
| -13% | -$19.2K | 0.04% | 251 |
|
|
2023
Q1 | $130K | Hold |
3,465
| – | – | 0.04% | 264 |
|
|
2022
Q4 | $143K | Hold |
3,465
| – | – | 0.05% | 239 |
|
|
2022
Q3 | $139K | Buy |
3,465
+7
| +0.2% | +$281 | 0.05% | 219 |
|
|
2022
Q2 | $138K | Sell |
3,458
-305
| -8% | -$12.2K | 0.05% | 234 |
|
|
2022
Q1 | $182K | Buy |
3,763
+1,143
| +44% | +$55.3K | 0.06% | 202 |
|
|
2021
Q4 | $126K | Sell |
2,620
-1,222
| -32% | -$58.8K | 0.04% | 258 |
|
|
2021
Q3 | $132K | Buy |
3,842
+1,709
| +80% | +$58.7K | 0.05% | 240 |
|
|
2021
Q2 | $97K | Hold |
2,133
| – | – | 0.05% | 256 |
|
|
2021
Q1 | $83K | Sell |
2,133
-374
| -15% | -$14.6K | 0.05% | 281 |
|
|
2020
Q4 | $76K | Sell |
2,507
-1,004
| -29% | -$30.4K | 0.05% | 271 |
|
|
2020
Q3 | $86K | Sell |
3,511
-3,384
| -49% | -$82.9K | 0.06% | 233 |
|
|
2020
Q2 | $177K | Sell |
6,895
-137,150
| -95% | -$3.52M | 0.14% | 95 |
|
|
2020
Q1 | $145K | Buy |
+144,045
| New | +$145K | 0.14% | 79 |
|