MidAtlantic Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-421
| Closed | -$29.6K | – | 240 |
|
|
2024
Q4 | $29.6K | Sell |
421
-178
| -30% | -$12.5K | 0.02% | 161 |
|
|
2024
Q3 | $33.8K | Hold |
599
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $35.6K | Sell |
599
-469
| -44% | -$27.9K | 0.03% | 142 |
|
|
2024
Q1 | $61.9K | Hold |
1,068
| – | – | 0.05% | 122 |
|
|
2023
Q4 | $52.6K | Buy |
+1,068
| New | +$52.6K | 0.05% | 124 |
|