MSH Capital Advisors’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 | $569K | Buy |
7,103
+905
| +15% | +$72.5K | 0.16% | 150 |
|
|
2025
Q1 | $445K | Buy |
6,198
+410
| +7% | +$29.4K | 0.14% | 159 |
|
|
2024
Q4 | $407K | Sell |
5,788
-5
| -0.1% | -$351 | 0.13% | 168 |
|
|
2024
Q3 | $327K | Buy |
5,793
+12
| +0.2% | +$678 | 0.1% | 179 |
|
|
2024
Q2 | $343K | Buy |
5,781
+11
| +0.2% | +$653 | 0.11% | 171 |
|
|
2024
Q1 | $334K | Buy |
5,770
+112
| +2% | +$6.49K | 0.12% | 169 |
|
|
2023
Q4 | $279K | Buy |
5,658
+210
| +4% | +$10.3K | 0.1% | 170 |
|
|
2023
Q3 | $223K | Sell |
5,448
-36
| -0.7% | -$1.47K | 0.09% | 193 |
|
|
2023
Q2 | $234K | Sell |
5,484
-10
| -0.2% | -$427 | 0.09% | 194 |
|
|
2023
Q1 | $205K | Buy |
5,494
+12
| +0.2% | +$449 | 0.09% | 190 |
|
|
2022
Q4 | $226K | Buy |
5,482
+62
| +1% | +$2.56K | 0.1% | 185 |
|
|
2022
Q3 | $218K | Buy |
5,420
+18
| +0.3% | +$724 | 0.11% | 175 |
|
|
2022
Q2 | $212K | Buy |
5,402
+208
| +4% | +$8.15K | 0.1% | 180 |
|
|
2022
Q1 | $252K | Buy |
+5,194
| New | +$252K | 0.1% | 172 |
|