MGO One Seven’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 | $2.74M | Buy |
34,215
+2,557
| +8% | +$205K | 0.09% | 254 |
|
|
2025
Q1 | $2.27M | Buy |
31,658
+4,068
| +15% | +$292K | 0.09% | 244 |
|
|
2024
Q4 | $1.94M | Sell |
27,590
-1,221
| -4% | -$85.8K | 0.07% | 285 |
|
|
2024
Q3 | $1.63M | Sell |
28,811
-1,222
| -4% | -$69K | 0.07% | 282 |
|
|
2024
Q2 | $1.78M | Sell |
30,033
-1,089
| -3% | -$64.7K | 0.08% | 247 |
|
|
2024
Q1 | $1.8M | Sell |
31,122
-4,305
| -12% | -$250K | 0.09% | 234 |
|
|
2023
Q4 | $1.74M | Buy |
35,427
+1,562
| +5% | +$76.9K | 0.1% | 225 |
|
|
2023
Q3 | $1.38M | Buy |
33,865
+4,664
| +16% | +$191K | 0.11% | 212 |
|
|
2023
Q2 | $1.25M | Sell |
29,201
-7,879
| -21% | -$336K | 0.11% | 210 |
|
|
2023
Q1 | $1.39M | Sell |
37,080
-115
| -0.3% | -$4.3K | 0.09% | 243 |
|
|
2022
Q4 | $1.54M | Buy |
37,195
+4,713
| +15% | +$195K | 0.15% | 161 |
|
|
2022
Q3 | $4.19K | Buy |
32,482
+15,338
| +89% | +$1.98K | 0.16% | 85 |
|
|
2022
Q2 | $672K | Sell |
17,144
-3,925
| -19% | -$154K | 0.09% | 251 |
|
|
2022
Q1 | $1.02M | Buy |
21,069
+1,408
| +7% | +$68.2K | 0.11% | 205 |
|
|
2021
Q4 | $943K | Buy |
19,661
+6,073
| +45% | +$291K | 0.1% | 236 |
|
|
2021
Q3 | $695K | Buy |
13,588
+142
| +1% | +$7.26K | 0.09% | 270 |
|
|
2021
Q2 | $609K | Buy |
+13,446
| New | +$609K | 0.09% | 286 |
|
|
2020
Q3 | – | Sell |
-35,982
| Closed | -$921K | – | 495 |
|
|
2020
Q2 | $921K | Sell |
35,982
-18,048
| -33% | -$462K | 0.24% | 107 |
|
|
2020
Q1 | $1.55M | Sell |
54,030
-1,509
| -3% | -$43.3K | 0.53% | 48 |
|
|
2019
Q4 | $2.99M | Buy |
55,539
+13,671
| +33% | +$736K | 0.78% | 21 |
|
|
2019
Q3 | $2.11M | Sell |
41,868
-382
| -0.9% | -$19.3K | 0.61% | 38 |
|
|
2019
Q2 | $2M | Sell |
42,250
-1,525
| -3% | -$72.2K | 0.65% | 32 |
|
|
2019
Q1 | $2.12M | Buy |
43,775
+16,969
| +63% | +$820K | 0.69% | 27 |
|
|
2018
Q4 | $1.23M | Buy |
26,806
+6,309
| +31% | +$290K | 0.53% | 30 |
|
|
2018
Q3 | $1.08M | Buy |
+20,497
| New | +$1.08M | 0.5% | 43 |
|
|
2018
Q1 | $1.01M | Sell |
19,235
-1,356
| -7% | -$71.1K | 0.46% | 37 |
|
|
2017
Q4 | $1.25M | Buy |
+20,591
| New | +$1.25M | 0.58% | 25 |
|