Mayflower Financial Advisors’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 | $437K | Buy |
5,450
+477
| +10% | +$38.2K | 0.06% | 256 |
|
|
2025
Q1 | $357K | Sell |
4,973
-513
| -9% | -$36.8K | 0.05% | 274 |
|
|
2024
Q4 | $385K | Buy |
5,486
+170
| +3% | +$11.9K | 0.06% | 257 |
|
|
2024
Q3 | $300K | Buy |
5,316
+184
| +4% | +$10.4K | 0.05% | 290 |
|
|
2024
Q2 | $305K | Buy |
5,132
+661
| +15% | +$39.3K | 0.05% | 280 |
|
|
2024
Q1 | $259K | Buy |
4,471
+24
| +0.5% | +$1.39K | 0.04% | 298 |
|
|
2023
Q4 | $219K | Buy |
+4,447
| New | +$219K | 0.03% | 315 |
|
|
2023
Q3 | – | Sell |
-4,942
| Closed | -$211K | – | 367 |
|
|
2023
Q2 | $211K | Buy |
+4,942
| New | +$211K | 0.03% | 328 |
|
|
2023
Q1 | – | Sell |
-4,901
| Closed | -$202K | – | 372 |
|
|
2022
Q4 | $202K | Buy |
+4,901
| New | +$202K | 0.03% | 325 |
|
|
2022
Q2 | – | Sell |
-4,245
| Closed | -$206K | – | 371 |
|
|
2022
Q1 | $206K | Buy |
4,245
+83
| +2% | +$4.03K | 0.03% | 330 |
|
|
2021
Q4 | $200K | Buy |
+4,162
| New | +$200K | 0.03% | 322 |
|