Mokosak Advisory Group’s Wells Fargo WFC Stock Holding History

Mokosak Advisory Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Buy
2025 Q1	$367K	Buy
2024 Q4	$358K	Buy
2024 Q3	$286K	Buy
2024 Q2	$299K	Buy
2024 Q1	$291K	Buy
2023 Q4	$212K	Buy
2022 Q2	–	Sell
2022 Q1	$200K	Buy