MWM
MinichMacGregor Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
4,845
| – | – | 0.08% | 85 |
|
|
2025
Q1 | $348K | Hold |
4,845
| – | – | 0.08% | 84 |
|
|
2024
Q4 | $340K | Buy |
4,845
+677
| +16% | +$47.6K | 0.07% | 89 |
|
|
2024
Q3 | $235K | Hold |
4,168
| – | – | 0.05% | 104 |
|
|
2024
Q2 | $248K | Hold |
4,168
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $240K | Hold |
4,168
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $205K | Buy |
+4,168
| New | +$205K | 0.06% | 100 |
|
|
2023
Q1 | – | Sell |
-4,214
| Closed | -$174K | – | 655 |
|
|
2022
Q4 | $174K | Buy |
+4,214
| New | +$174K | 0.06% | 87 |
|
|
2022
Q2 | – | Sell |
-4,227
| Closed | -$204K | – | 102 |
|
|
2022
Q1 | $204K | Buy |
+4,227
| New | +$204K | 0.07% | 85 |
|
|
2019
Q2 | – | Sell |
-4,744
| Closed | -$231K | – | 50 |
|
|
2019
Q1 | $231K | Buy |
+4,744
| New | +$231K | 0.17% | 42 |
|
|
2018
Q4 | – | Sell |
-4,656
| Closed | -$243K | – | 529 |
|
|
2018
Q3 | $243K | Buy |
4,656
+4,257
| +1,067% | +$222K | 0.16% | 36 |
|
|
2018
Q2 | $22K | Hold |
399
| – | – | 0.02% | 208 |
|
|
2018
Q1 | $20K | Sell |
399
-6
| -1% | -$301 | 0.02% | 213 |
|
|
2017
Q4 | $24K | Hold |
405
| – | – | 0.02% | 184 |
|
|
2017
Q3 | $22K | Sell |
405
-29
| -7% | -$1.58K | 0.02% | 191 |
|
|
2017
Q2 | $24K | Sell |
434
-24
| -5% | -$1.33K | 0.02% | 169 |
|
|
2017
Q1 | $25K | Buy |
458
+12
| +3% | +$655 | 0.02% | 156 |
|
|
2016
Q4 | $24K | Sell |
446
-221
| -33% | -$11.9K | 0.02% | 154 |
|
|
2016
Q3 | $29K | Buy |
667
+13
| +2% | +$565 | 0.03% | 154 |
|
|
2016
Q2 | $30K | Hold |
654
| – | – | 0.03% | 145 |
|
|
2016
Q1 | $31K | Buy |
654
+6
| +0.9% | +$284 | 0.03% | 139 |
|
|
2015
Q4 | $36K | Buy |
+648
| New | +$36K | 0.03% | 126 |
|