Morton Brown Family Wealth’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 | $8.01K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2025
Q1 | $7.18K | Buy |
+100
| New | +$7.18K | ﹤0.01% | 214 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$4.92K | – | 299 |
|
|
2023
Q4 | $4.92K | Buy |
+100
| New | +$4.92K | ﹤0.01% | 213 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$1.87K | – | 295 |
|
|
2023
Q1 | $1.87K | Buy |
+50
| New | +$1.87K | ﹤0.01% | 200 |
|
|
2022
Q1 | – | Sell |
-144
| Closed | -$7K | – | 215 |
|
|
2021
Q4 | $7K | Buy |
+144
| New | +$7K | 0.01% | 132 |
|