MSWM
McGlone Suttner Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
12,975
+424
| +3% | +$34K | 0.16% | 68 |
|
|
2025
Q1 | $901K | Buy |
12,551
+4,201
| +50% | +$302K | 0.15% | 74 |
|
|
2024
Q4 | $586K | Buy |
8,350
+3,262
| +64% | +$229K | 0.1% | 91 |
|
|
2024
Q3 | $287K | Sell |
5,088
-809
| -14% | -$45.7K | 0.06% | 138 |
|
|
2024
Q2 | $290K | Buy |
5,897
+625
| +12% | +$30.8K | 0.06% | 122 |
|
|
2024
Q1 | $306K | Sell |
5,272
-625
| -11% | -$36.2K | 0.06% | 134 |
|
|
2023
Q4 | $290K | Buy |
5,897
+13
| +0.2% | +$640 | 0.06% | 122 |
|
|
2023
Q3 | $240K | Buy |
5,884
+13
| +0.2% | +$531 | 0.06% | 125 |
|
|
2023
Q2 | $251K | Buy |
5,871
+11
| +0.2% | +$469 | 0.06% | 126 |
|
|
2023
Q1 | $219K | Sell |
5,860
-136
| -2% | -$5.08K | 0.06% | 132 |
|
|
2022
Q4 | $248K | Buy |
+5,996
| New | +$248K | 0.08% | 111 |
|