MAG
Mokosak Advisory Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
5,141
+24
| +0.5% | +$1.92K | 0.12% | 22 |
|
|
2025
Q1 | $367K | Buy |
5,117
+24
| +0.5% | +$1.72K | 0.11% | 21 |
|
|
2024
Q4 | $358K | Buy |
5,093
+22
| +0.4% | +$1.55K | 0.11% | 22 |
|
|
2024
Q3 | $286K | Buy |
5,071
+30
| +0.6% | +$1.7K | 0.09% | 26 |
|
|
2024
Q2 | $299K | Buy |
5,041
+26
| +0.5% | +$1.54K | 0.1% | 25 |
|
|
2024
Q1 | $291K | Buy |
5,015
+704
| +16% | +$40.8K | 0.1% | 24 |
|
|
2023
Q4 | $212K | Buy |
+4,311
| New | +$212K | 0.08% | 27 |
|
|
2022
Q2 | – | Sell |
-4,106
| Closed | -$200K | – | 24 |
|
|
2022
Q1 | $200K | Buy |
+4,106
| New | +$200K | 0.08% | 25 |
|