MeadowBrook Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
12,743
+450
| +4% | +$36.1K | 0.91% | 26 |
|
|
2025
Q1 | $883K | Sell |
12,293
-135
| -1% | -$9.69K | 0.82% | 31 |
|
|
2024
Q4 | $873K | Sell |
12,428
-465
| -4% | -$32.7K | 0.77% | 32 |
|
|
2024
Q3 | $728K | Hold |
12,893
| – | – | 0.66% | 40 |
|
|
2024
Q2 | $766K | Sell |
12,893
-252
| -2% | -$15K | 0.73% | 38 |
|
|
2024
Q1 | $762K | Sell |
13,145
-210
| -2% | -$12.2K | 0.71% | 39 |
|
|
2023
Q4 | $657K | Buy |
+13,355
| New | +$657K | 0.63% | 40 |
|