MorganRosel Wealth Management’s Wells Fargo WFC Stock Holding History

MorganRosel Wealth Management’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 Q3	–	Sell	-1,843	Closed	-$148K	–	351
2025 Q2	$148K	Buy	1,843 +843	+84%	+$60.8K	0.04%	121
2025 Q1	$71.8K	Buy	+1,000	New	+$75.1K	0.02%	146
2022 Q2	–	Sell	-11,429	Closed	-$554K	–	99
2022 Q1	$554K	Buy	11,429 +81	+0.7%	+$4.33K	0.27%	64
2021 Q4	$544K	Hold	11,348	–	–	0.26%	60
2021 Q3	$527K	Sell	11,348 -1,000	-8%	-$46.3K	0.29%	62
2021 Q2	$559K	Hold	12,348	–	–	0.31%	59
2021 Q1	$482K	Buy	12,348 +5,502	+80%	+$195K	0.3%	57
2020 Q4	$207K	Buy	+6,846	New	+$177K	0.15%	71
2020 Q1	–	Sell	-8,846	Closed	-$476K	–	81
2019 Q4	$476K	Hold	8,846	–	–	0.36%	55
2019 Q3	$446K	Sell	8,846 -1,018	-10%	-$48K	0.37%	55
2019 Q2	$467K	Sell	9,864 -208	-2%	-$9.73K	0.38%	52
2019 Q1	$487K	Hold	10,072	–	–	0.41%	52
2018 Q4	$464K	Buy	+10,072	New	+$516K	0.48%	51

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return