McNamara Financial Services’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
Q4
$202K Buy
2016
Q1
Sell
2015
Q4
$2.53M Buy
2015
Q3
$2.38M Buy
2015
Q2
$2.03M Buy
2015
Q1
$394K Hold
2014
Q4
$397K Buy