Mosaic Family Wealth Partners’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 | $422K | Buy |
5,268
+129
| +3% | +$10.3K | 0.05% | 146 |
|
|
2025
Q1 | $369K | Sell |
5,139
-226
| -4% | -$16.2K | 0.05% | 149 |
|
|
2024
Q4 | $377K | Buy |
5,365
+88
| +2% | +$6.18K | 0.05% | 145 |
|
|
2024
Q3 | $298K | Sell |
5,277
-118
| -2% | -$6.67K | 0.04% | 165 |
|
|
2024
Q2 | $320K | Buy |
5,395
+78
| +1% | +$4.63K | 0.05% | 147 |
|
|
2024
Q1 | $308K | Sell |
5,317
-12
| -0.2% | -$695 | 0.05% | 159 |
|
|
2023
Q4 | $262K | Buy |
5,329
+16
| +0.3% | +$788 | 0.05% | 162 |
|
|
2023
Q3 | $217K | Buy |
5,313
+5
| +0.1% | +$204 | 0.04% | 169 |
|
|
2023
Q2 | $227K | Sell |
5,308
-432
| -8% | -$18.4K | 0.04% | 168 |
|
|
2023
Q1 | $215K | Buy |
5,740
+3
| +0.1% | +$112 | 0.04% | 173 |
|
|
2022
Q4 | $237K | Buy |
+5,737
| New | +$237K | 0.07% | 158 |
|