MAWCM
Mine & Arao Wealth Creation & Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
32,155
+5
| +0% | +$401 | 1.15% | 12 |
|
|
2025
Q1 | $2.31M | Sell |
32,150
-28
| -0.1% | -$2.01K | 1.13% | 14 |
|
|
2024
Q4 | $2.26M | Sell |
32,178
-216
| -0.7% | -$15.2K | 1.04% | 16 |
|
|
2024
Q3 | $1.83M | Sell |
32,394
-200
| -0.6% | -$11.3K | 0.85% | 18 |
|
|
2024
Q2 | $1.94M | Buy |
32,594
+526
| +2% | +$31.2K | 0.94% | 17 |
|
|
2024
Q1 | $1.86M | Buy |
32,068
+148
| +0.5% | +$8.58K | 0.92% | 17 |
|
|
2023
Q4 | $1.57M | Sell |
31,920
-621
| -2% | -$30.6K | 0.85% | 18 |
|
|
2023
Q3 | $1.33M | Buy |
32,541
+92
| +0.3% | +$3.76K | 0.81% | 20 |
|
|
2023
Q2 | $1.38M | Sell |
32,449
-1,385
| -4% | -$59.1K | 0.81% | 19 |
|
|
2023
Q1 | $1.26M | Sell |
33,834
-707
| -2% | -$26.4K | 0.81% | 18 |
|
|
2022
Q4 | $1.43M | Sell |
34,541
-499
| -1% | -$20.6K | 1.06% | 15 |
|
|
2022
Q3 | $1.41M | Buy |
35,040
+332
| +1% | +$13.4K | 1.04% | 14 |
|
|
2022
Q2 | $1.36M | Sell |
34,708
-1,852
| -5% | -$72.6K | 0.96% | 16 |
|
|
2022
Q1 | $1.77M | Sell |
36,560
-526
| -1% | -$25.5K | 1.04% | 16 |
|
|
2021
Q4 | $1.78M | Buy |
37,086
+1,019
| +3% | +$48.9K | 0.98% | 17 |
|
|
2021
Q3 | $1.67M | Buy |
36,067
+3,435
| +11% | +$159K | 1% | 18 |
|
|
2021
Q2 | $1.48M | Sell |
32,632
-70
| -0.2% | -$3.17K | 0.89% | 18 |
|
|
2021
Q1 | $1.28M | Sell |
32,702
-1,368
| -4% | -$53.5K | 0.85% | 18 |
|
|
2020
Q4 | $1.03M | Buy |
34,070
+2,398
| +8% | +$72.4K | 0.74% | 19 |
|
|
2020
Q3 | $745K | Sell |
31,672
-2,081
| -6% | -$49K | 0.61% | 25 |
|
|
2020
Q2 | $864K | Buy |
33,753
+6,199
| +22% | +$159K | 0.81% | 16 |
|
|
2020
Q1 | $791K | Buy |
27,554
+3,949
| +17% | +$113K | 0.92% | 16 |
|
|
2019
Q4 | $1.27M | Buy |
+23,605
| New | +$1.27M | 1.19% | 14 |
|