Mosaic Financial Group’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 | $604K | Buy |
7,545
+15
| +0.2% | +$1.2K | 0.46% | 48 |
|
|
2025
Q1 | $541K | Buy |
7,530
+13
| +0.2% | +$934 | 0.44% | 52 |
|
|
2024
Q4 | $528K | Sell |
7,517
-186
| -2% | -$13.1K | 0.38% | 57 |
|
|
2024
Q3 | $435K | Buy |
7,703
+42
| +0.5% | +$2.37K | 0.31% | 66 |
|
|
2024
Q2 | $455K | Sell |
7,661
-964
| -11% | -$57.3K | 0.33% | 62 |
|
|
2024
Q1 | $500K | Buy |
+8,625
| New | +$500K | 0.4% | 55 |
|