MAM
Morse Asset Management’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $55.7K | Buy |
695
+451
| +185% | +$36.1K | 0.01% | 198 |
|
2025
Q1 | $17.5K | Buy |
244
+124
| +103% | +$8.91K | ﹤0.01% | 220 |
|
2024
Q4 | $8.4K | Sell |
120
-8,494
| -99% | -$594K | ﹤0.01% | 254 |
|
2024
Q3 | $487K | Buy |
+8,614
| New | +$487K | 0.11% | 130 |
|