MB, Levis & Associates’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 | $37.3K | Hold |
466
| – | – | 0.02% | 141 |
|
|
2025
Q1 | $33.4K | Buy |
466
+47
| +11% | +$3.37K | 0.02% | 144 |
|
|
2024
Q4 | $29.4K | Hold |
419
| – | – | 0.01% | 144 |
|
|
2024
Q3 | $23.6K | Hold |
419
| – | – | 0.01% | 153 |
|
|
2024
Q2 | $24.9K | Hold |
419
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $24.3K | Hold |
419
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $20.6K | Hold |
419
| – | – | 0.01% | 153 |
|
|
2023
Q3 | $17.1K | Buy |
419
+4
| +1% | +$163 | 0.01% | 167 |
|
|
2023
Q2 | $17.7K | Sell |
415
-98
| -19% | -$4.18K | 0.01% | 165 |
|
|
2023
Q1 | $19.2K | Buy |
513
+203
| +65% | +$7.59K | 0.01% | 160 |
|
|
2022
Q4 | $12.8K | Buy |
+310
| New | +$12.8K | 0.01% | 169 |
|