Mission Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
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|
2025
Q1 | $6.2M | Buy |
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|
2024
Q4 | $6.02M | Buy |
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|
2024
Q3 | $4.62M | Sell |
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|
2024
Q2 | $5.25M | Sell |
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|
2024
Q1 | $6.76M | Buy |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $2.89M | Buy |
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|
2022
Q4 | $3.06M | Sell |
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|
2022
Q3 | $3M | Buy |
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|
2022
Q2 | $2.9M | Buy |
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|
2022
Q1 | $3.46M | Sell |
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|
2021
Q4 | $3.46M | Sell |
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|
2021
Q3 | $3.36M | Sell |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $2.89M | Buy |
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|
2019
Q3 | $2.7M | Sell |
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|
2019
Q2 | $2.6M | Sell |
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|
2019
Q1 | $2.73M | Buy |
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|
2018
Q4 | $2.54M | Sell |
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|
2018
Q3 | $2.91M | Sell |
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|
2018
Q2 | $3.24M | Sell |
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|
2018
Q1 | $3.08M | Buy |
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|
2017
Q4 | $3.51M | Sell |
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|
2017
Q3 | $3.25M | Sell |
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|
2017
Q2 | $3.36M | Buy |
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|
2017
Q1 | $3.27M | Sell |
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|
2016
Q4 | $3.25M | Buy |
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|
2016
Q3 | $2.5M | Sell |
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|
2016
Q2 | $2.67M | Buy |
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|
2016
Q1 | $2.63M | Buy |
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|
2015
Q4 | $2.91M | Sell |
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|
2015
Q3 | $2.76M | Sell |
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|
2015
Q2 | $3.19M | Buy |
|