MAA
Mraz Amerine & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
+8,143
| New | +$652K | 0.1% | 108 |
|
|
2023
Q3 | – | Sell |
-12,309
| Closed | -$525K | – | 185 |
|
|
2023
Q2 | $525K | Hold |
12,309
| – | – | 0.12% | 104 |
|
|
2023
Q1 | $460K | Sell |
12,309
-235
| -2% | -$8.78K | 0.11% | 110 |
|
|
2022
Q4 | $518K | Hold |
12,544
| – | – | 0.12% | 98 |
|
|
2022
Q3 | $505K | Sell |
12,544
-25
| -0.2% | -$1.01K | 0.14% | 94 |
|
|
2022
Q2 | $492K | Hold |
12,569
| – | – | 0.13% | 98 |
|
|
2022
Q1 | $609K | Sell |
12,569
-236
| -2% | -$11.4K | 0.14% | 95 |
|
|
2021
Q4 | $614K | Sell |
12,805
-1,700
| -12% | -$81.5K | 0.16% | 86 |
|
|
2021
Q3 | $673K | Hold |
14,505
| – | – | 0.18% | 84 |
|
|
2021
Q2 | $657K | Hold |
14,505
| – | – | 0.18% | 82 |
|
|
2021
Q1 | $567K | Hold |
14,505
| – | – | 0.16% | 88 |
|
|
2020
Q4 | $438K | Buy |
14,505
+105
| +0.7% | +$3.17K | 0.15% | 91 |
|
|
2020
Q3 | $339K | Sell |
14,400
-870
| -6% | -$20.5K | 0.13% | 92 |
|
|
2020
Q2 | $391K | Sell |
15,270
-200
| -1% | -$5.12K | 0.15% | 81 |
|
|
2020
Q1 | $444K | Buy |
15,470
+134
| +0.9% | +$3.85K | 0.17% | 69 |
|
|
2019
Q4 | $825K | Hold |
15,336
| – | – | 0.24% | 58 |
|
|
2019
Q3 | $774K | Sell |
15,336
-707
| -4% | -$35.7K | 0.23% | 56 |
|
|
2019
Q2 | $759K | Sell |
16,043
-10
| -0.1% | -$473 | 0.23% | 57 |
|
|
2019
Q1 | $776K | Sell |
16,053
-1,815
| -10% | -$87.7K | 0.24% | 56 |
|
|
2018
Q4 | $823K | Buy |
17,868
+1,235
| +7% | +$56.9K | 0.27% | 52 |
|
|
2018
Q3 | $874K | Hold |
16,633
| – | – | 0.26% | 59 |
|
|
2018
Q2 | $922K | Buy |
16,633
+1,000
| +6% | +$55.4K | 0.28% | 57 |
|
|
2018
Q1 | $819K | Sell |
15,633
-400
| -2% | -$21K | 0.26% | 57 |
|
|
2017
Q4 | $973K | Sell |
16,033
-1,118
| -7% | -$67.8K | 0.3% | 53 |
|
|
2017
Q3 | $946K | Sell |
17,151
-7,410
| -30% | -$409K | 0.3% | 53 |
|
|
2017
Q2 | $1.36M | Sell |
24,561
-41
| -0.2% | -$2.27K | 0.42% | 42 |
|
|
2017
Q1 | $1.33M | Sell |
24,602
-1,535
| -6% | -$82.7K | 0.41% | 41 |
|
|
2016
Q4 | $1.44M | Sell |
26,137
-691
| -3% | -$38.1K | 0.45% | 40 |
|
|
2016
Q3 | $1.19M | Sell |
26,828
-189
| -0.7% | -$8.37K | 0.41% | 41 |
|
|
2016
Q2 | $1.28M | Hold |
27,017
| – | – | 0.45% | 38 |
|
|
2016
Q1 | $1.31M | Buy |
27,017
+23
| +0.1% | +$1.11K | 0.48% | 35 |
|
|
2015
Q4 | $1.47M | Buy |
26,994
+75
| +0.3% | +$4.08K | 0.56% | 30 |
|
|
2015
Q3 | $1.38M | Sell |
26,919
-200
| -0.7% | -$10.3K | 0.55% | 30 |
|
|
2015
Q2 | $1.53M | Buy |
27,119
+1,125
| +4% | +$63.3K | 0.57% | 31 |
|
|
2015
Q1 | $1.41M | Sell |
25,994
-320
| -1% | -$17.4K | 0.53% | 36 |
|
|
2014
Q4 | $1.44M | Buy |
26,314
+400
| +2% | +$21.9K | 0.55% | 34 |
|
|
2014
Q3 | $1.34M | Buy |
25,914
+816
| +3% | +$42.3K | 0.52% | 33 |
|
|
2014
Q2 | $1.32M | Sell |
25,098
-40
| -0.2% | -$2.1K | 0.51% | 38 |
|
|
2014
Q1 | $1.25M | Sell |
25,138
-50
| -0.2% | -$2.49K | 0.52% | 37 |
|
|
2013
Q4 | $1.14M | Hold |
25,188
| – | – | 0.51% | 38 |
|
|
2013
Q3 | $1.04M | Hold |
25,188
| – | – | 0.5% | 37 |
|
|
2013
Q2 | $1.04M | Buy |
+25,188
| New | +$1.04M | 0.53% | 39 |
|