ML
McAdam LLC’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
8,217
-250
| -3% | -$20K | 0.04% | 174 |
|
|
2025
Q1 | $608K | Buy |
8,467
+2,244
| +36% | +$161K | 0.04% | 167 |
|
|
2024
Q4 | $437K | Buy |
6,223
+596
| +11% | +$41.9K | 0.02% | 214 |
|
|
2024
Q3 | $318K | Buy |
5,627
+18
| +0.3% | +$1.02K | 0.02% | 247 |
|
|
2024
Q2 | $333K | Buy |
5,609
+178
| +3% | +$10.6K | 0.02% | 223 |
|
|
2024
Q1 | $315K | Buy |
5,431
+463
| +9% | +$26.8K | 0.02% | 218 |
|
|
2023
Q4 | $245K | Sell |
4,968
-113
| -2% | -$5.56K | 0.02% | 242 |
|
|
2023
Q3 | $208K | Buy |
5,081
+167
| +3% | +$6.82K | 0.02% | 243 |
|
|
2023
Q2 | $210K | Buy |
+4,914
| New | +$210K | 0.02% | 247 |
|
|
2023
Q1 | – | Sell |
-4,280
| Closed | -$205K | – | 274 |
|
|
2022
Q4 | $205K | Buy |
+4,280
| New | +$205K | 0.02% | 183 |
|
|
2022
Q2 | – | Sell |
-4,482
| Closed | -$217K | – | 239 |
|
|
2022
Q1 | $217K | Buy |
4,482
+202
| +5% | +$9.78K | 0.02% | 195 |
|
|
2021
Q4 | $205K | Buy |
+4,280
| New | +$205K | 0.02% | 183 |
|
|
2018
Q4 | – | Sell |
-622
| Closed | -$32K | – | 619 |
|
|
2018
Q3 | $32K | Sell |
622
-136
| -18% | -$7K | 0.01% | 202 |
|
|
2018
Q2 | $42K | Sell |
758
-170
| -18% | -$9.42K | 0.02% | 171 |
|
|
2018
Q1 | $49K | Buy |
+928
| New | +$49K | 0.02% | 156 |
|