MKT Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
4,420
-304
| -6% | -$24.8K | 0.14% | 99 |
|
|
2025
Q1 | $294K | Sell |
4,724
-25
| -0.5% | -$1.55K | 0.14% | 104 |
|
|
2024
Q4 | $366K | Sell |
4,749
-192
| -4% | -$14.8K | 0.16% | 94 |
|
|
2024
Q3 | $273K | Sell |
4,941
-208
| -4% | -$11.5K | 0.13% | 122 |
|
|
2024
Q2 | $308K | Buy |
5,149
+8
| +0.2% | +$479 | 0.15% | 102 |
|
|
2024
Q1 | $293K | Sell |
5,141
-2,769
| -35% | -$158K | 0.16% | 106 |
|
|
2023
Q4 | $395K | Sell |
7,910
-31
| -0.4% | -$1.55K | 0.26% | 80 |
|
|
2023
Q3 | $315K | Buy |
7,941
+59
| +0.7% | +$2.34K | 0.24% | 85 |
|
|
2023
Q2 | $364K | Buy |
7,882
+96
| +1% | +$4.43K | 0.26% | 74 |
|
|
2023
Q1 | $287K | Sell |
7,786
-857
| -10% | -$31.6K | 0.21% | 94 |
|
|
2022
Q4 | $369K | Buy |
8,643
+188
| +2% | +$8.04K | 0.28% | 71 |
|
|
2022
Q3 | $340K | Sell |
8,455
-548
| -6% | -$22K | 0.3% | 71 |
|
|
2022
Q2 | $358K | Buy |
9,003
+84
| +0.9% | +$3.34K | 0.28% | 77 |
|
|
2022
Q1 | $392K | Sell |
8,919
-210
| -2% | -$9.23K | 0.3% | 72 |
|
|
2021
Q4 | $494K | Buy |
+9,129
| New | +$494K | 0.39% | 55 |
|