MBL Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $506K | Buy |
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|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $377K | Buy |
|