MorganRosel Wealth 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 | $148K | Buy |
1,843
+843
| +84% | +$67.5K | 0.04% | 118 |
|
|
2025
Q1 | $71.8K | Buy |
+1,000
| New | +$71.8K | 0.02% | 146 |
|
|
2022
Q2 | – | Sell |
-11,429
| Closed | -$554K | – | 99 |
|
|
2022
Q1 | $554K | Buy |
11,429
+81
| +0.7% | +$3.93K | 0.27% | 64 |
|
|
2021
Q4 | $544K | Hold |
11,348
| – | – | 0.26% | 60 |
|
|
2021
Q3 | $527K | Sell |
11,348
-1,000
| -8% | -$46.4K | 0.29% | 62 |
|
|
2021
Q2 | $559K | Hold |
12,348
| – | – | 0.31% | 59 |
|
|
2021
Q1 | $482K | Buy |
12,348
+5,502
| +80% | +$215K | 0.3% | 57 |
|
|
2020
Q4 | $207K | Buy |
+6,846
| New | +$207K | 0.15% | 71 |
|
|
2020
Q1 | – | Sell |
-8,846
| Closed | -$476K | – | 80 |
|
|
2019
Q4 | $476K | Hold |
8,846
| – | – | 0.36% | 55 |
|
|
2019
Q3 | $446K | Sell |
8,846
-1,018
| -10% | -$51.3K | 0.37% | 55 |
|
|
2019
Q2 | $467K | Sell |
9,864
-208
| -2% | -$9.85K | 0.38% | 52 |
|
|
2019
Q1 | $487K | Hold |
10,072
| – | – | 0.41% | 52 |
|
|
2018
Q4 | $464K | Buy |
+10,072
| New | +$464K | 0.48% | 51 |
|