MWM
Mission Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
84,881
-1,500
| -2% | -$120K | 0.15% | 85 |
|
|
2025
Q1 | $6.2M | Buy |
86,381
+702
| +0.8% | +$50.4K | 0.15% | 84 |
|
|
2024
Q4 | $6.02M | Buy |
85,679
+3,813
| +5% | +$268K | 0.14% | 83 |
|
|
2024
Q3 | $4.62M | Sell |
81,866
-6,602
| -7% | -$373K | 0.11% | 96 |
|
|
2024
Q2 | $5.25M | Sell |
88,468
-28,250
| -24% | -$1.68M | 0.14% | 84 |
|
|
2024
Q1 | $6.76M | Buy |
116,718
+71,215
| +157% | +$4.13M | 0.18% | 81 |
|
|
2023
Q4 | $2.24M | Buy |
45,503
+1,963
| +5% | +$96.6K | 0.07% | 134 |
|
|
2023
Q3 | $1.78M | Sell |
43,540
-33,035
| -43% | -$1.35M | 0.07% | 140 |
|
|
2023
Q2 | $3.27M | Sell |
76,575
-860
| -1% | -$36.7K | 0.12% | 89 |
|
|
2023
Q1 | $2.89M | Buy |
77,435
+3,419
| +5% | +$128K | 0.12% | 94 |
|
|
2022
Q4 | $3.06M | Sell |
74,016
-448
| -0.6% | -$18.5K | 0.15% | 88 |
|
|
2022
Q3 | $3M | Buy |
74,464
+434
| +0.6% | +$17.5K | 0.16% | 80 |
|
|
2022
Q2 | $2.9M | Buy |
74,030
+2,569
| +4% | +$101K | 0.15% | 84 |
|
|
2022
Q1 | $3.46M | Sell |
71,461
-565
| -0.8% | -$27.4K | 0.16% | 79 |
|
|
2021
Q4 | $3.46M | Sell |
72,026
-325
| -0.4% | -$15.6K | 0.16% | 72 |
|
|
2021
Q3 | $3.36M | Sell |
72,351
-878
| -1% | -$40.8K | 0.17% | 69 |
|
|
2021
Q2 | $3.32M | Buy |
73,229
+19,099
| +35% | +$865K | 0.18% | 64 |
|
|
2021
Q1 | $2.12M | Buy |
54,130
+529
| +1% | +$20.7K | 0.12% | 87 |
|
|
2020
Q4 | $1.62M | Buy |
53,601
+3,172
| +6% | +$95.8K | 0.1% | 95 |
|
|
2020
Q3 | $1.19M | Sell |
50,429
-5,869
| -10% | -$138K | 0.09% | 107 |
|
|
2020
Q2 | $1.44M | Buy |
56,298
+6,137
| +12% | +$157K | 0.12% | 90 |
|
|
2020
Q1 | $1.44M | Sell |
50,161
-3,517
| -7% | -$101K | 0.16% | 77 |
|
|
2019
Q4 | $2.89M | Buy |
53,678
+82
| +0.2% | +$4.41K | 0.28% | 53 |
|
|
2019
Q3 | $2.7M | Sell |
53,596
-1,351
| -2% | -$68.1K | 0.29% | 55 |
|
|
2019
Q2 | $2.6M | Sell |
54,947
-1,645
| -3% | -$77.8K | 0.29% | 55 |
|
|
2019
Q1 | $2.74M | Buy |
56,592
+1,559
| +3% | +$75.3K | 0.32% | 46 |
|
|
2018
Q4 | $2.54M | Sell |
55,033
-267
| -0.5% | -$12.3K | 0.33% | 43 |
|
|
2018
Q3 | $2.91M | Sell |
55,300
-3,073
| -5% | -$162K | 0.38% | 40 |
|
|
2018
Q2 | $3.24M | Sell |
58,373
-318
| -0.5% | -$17.6K | 0.48% | 34 |
|
|
2018
Q1 | $3.08M | Buy |
58,691
+777
| +1% | +$40.7K | 0.5% | 29 |
|
|
2017
Q4 | $3.51M | Sell |
57,914
-1,096
| -2% | -$66.5K | 0.6% | 27 |
|
|
2017
Q3 | $3.25M | Sell |
59,010
-1,576
| -3% | -$86.9K | 0.6% | 28 |
|
|
2017
Q2 | $3.36M | Buy |
60,586
+1,807
| +3% | +$100K | 0.64% | 26 |
|
|
2017
Q1 | $3.27M | Sell |
58,779
-271
| -0.5% | -$15.1K | 0.64% | 25 |
|
|
2016
Q4 | $3.25M | Buy |
59,050
+2,710
| +5% | +$149K | 0.65% | 24 |
|
|
2016
Q3 | $2.5M | Sell |
56,340
-111
| -0.2% | -$4.92K | 0.6% | 23 |
|
|
2016
Q2 | $2.67M | Buy |
56,451
+2,110
| +4% | +$99.9K | 0.71% | 19 |
|
|
2016
Q1 | $2.63M | Buy |
54,341
+741
| +1% | +$35.8K | 0.71% | 20 |
|
|
2015
Q4 | $2.91M | Sell |
53,600
-107
| -0.2% | -$5.82K | 0.82% | 18 |
|
|
2015
Q3 | $2.76M | Sell |
53,707
-4,849
| -8% | -$249K | 0.83% | 18 |
|
|
2015
Q2 | $3.19M | Buy |
+58,556
| New | +$3.19M | 1.09% | 17 |
|