MBM Wealth Consultants’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$19K | – | 274 |
|
|
2023
Q1 | $19K | Hold |
500
| – | – | 0.01% | 192 |
|
|
2022
Q4 | $21K | Sell |
500
-615
| -55% | -$25.8K | 0.01% | 199 |
|
|
2022
Q3 | $46K | Hold |
1,115
| – | – | 0.02% | 154 |
|
|
2022
Q2 | $44K | Hold |
1,115
| – | – | 0.02% | 165 |
|
|
2022
Q1 | $54K | Hold |
1,115
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $53K | Hold |
1,115
| – | – | 0.02% | 155 |
|
|
2021
Q3 | $52K | Hold |
1,115
| – | – | 0.02% | 147 |
|
|
2021
Q2 | $50K | Hold |
1,115
| – | – | 0.02% | 142 |
|
|
2021
Q1 | $44K | Hold |
1,115
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $34K | Hold |
1,115
| – | – | 0.02% | 151 |
|
|
2020
Q3 | $26K | Hold |
1,115
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $29K | Hold |
1,115
| – | – | 0.02% | 144 |
|
|
2020
Q1 | $32K | Hold |
1,115
| – | – | 0.03% | 124 |
|
|
2019
Q4 | $60K | Hold |
1,115
| – | – | 0.04% | 115 |
|
|
2019
Q3 | $56K | Hold |
1,115
| – | – | 0.04% | 118 |
|
|
2019
Q2 | $53K | Hold |
1,115
| – | – | 0.04% | 122 |
|
|
2019
Q1 | $54K | Hold |
1,115
| – | – | 0.05% | 121 |
|
|
2018
Q4 | $51K | Buy |
+1,115
| New | +$51K | 0.05% | 131 |
|