MBL Wealth’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 | $471K | Sell |
5,880
-126
| -2% | -$10.1K | 0.05% | 147 |
|
|
2025
Q1 | $431K | Buy |
6,006
+1,568
| +35% | +$113K | 0.04% | 145 |
|
|
2024
Q4 | $312K | Sell |
4,438
-258
| -5% | -$18.1K | 0.03% | 169 |
|
|
2024
Q3 | $265K | Sell |
4,696
-140
| -3% | -$7.91K | 0.03% | 172 |
|
|
2024
Q2 | $287K | Buy |
4,836
+112
| +2% | +$6.65K | 0.03% | 162 |
|
|
2024
Q1 | $274K | Buy |
4,724
+244
| +5% | +$14.1K | 0.03% | 162 |
|
|
2023
Q4 | $220K | Buy |
+4,480
| New | +$220K | 0.03% | 168 |
|
|
2023
Q3 | – | Sell |
-5,320
| Closed | -$227K | – | 189 |
|
|
2023
Q2 | $227K | Buy |
+5,320
| New | +$227K | 0.03% | 157 |
|
|
2022
Q2 | – | Sell |
-7,785
| Closed | -$377K | – | 179 |
|
|
2022
Q1 | $377K | Buy |
+7,785
| New | +$377K | 0.09% | 117 |
|