MMA Asset Management’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
$417K Sell
5,210
-100
-2% -$8.01K 0.16% 105
2025
Q1
$381K Buy
5,310
+45
+0.9% +$3.23K 0.16% 88
2024
Q4
$370K Buy
5,265
+85
+2% +$5.97K 0.16% 90
2024
Q3
$293K Buy
+5,180
New +$293K 0.08% 111