Mezzasalma 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 | $459K | Sell |
5,730
-13
| -0.2% | -$1.04K | 0.14% | 89 |
|
|
2025
Q1 | $412K | Sell |
5,743
-64
| -1% | -$4.6K | 0.14% | 91 |
|
|
2024
Q4 | $408K | Buy |
5,807
+1,245
| +27% | +$87.4K | 0.13% | 90 |
|
|
2024
Q3 | $258K | Buy |
4,562
+295
| +7% | +$16.7K | 0.1% | 75 |
|
|
2024
Q2 | $253K | Buy |
+4,267
| New | +$253K | 0.11% | 68 |
|