Mystic Asset Management’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 | $2.26M | Buy |
28,235
+215
| +0.8% | +$17.2K | 0.55% | 51 |
|
|
2025
Q1 | $2.01M | Sell |
28,020
-265
| -0.9% | -$19K | 0.53% | 57 |
|
|
2024
Q4 | $1.99M | Sell |
28,285
-710
| -2% | -$49.9K | 0.53% | 53 |
|
|
2024
Q3 | $1.64M | Sell |
28,995
-819
| -3% | -$46.3K | 0.62% | 52 |
|
|
2024
Q2 | $1.77M | Sell |
29,814
-243
| -0.8% | -$14.4K | 0.72% | 41 |
|
|
2024
Q1 | $1.74M | Sell |
30,057
-1,090
| -3% | -$63.2K | 0.72% | 42 |
|
|
2023
Q4 | $1.53M | Sell |
31,147
-407
| -1% | -$20K | 0.73% | 42 |
|
|
2023
Q3 | $1.29M | Sell |
31,554
-65
| -0.2% | -$2.66K | 0.72% | 40 |
|
|
2023
Q2 | $1.35M | Sell |
31,619
-1,273
| -4% | -$54.3K | 0.72% | 41 |
|
|
2023
Q1 | $1.23M | Sell |
32,892
-429
| -1% | -$16K | 0.68% | 48 |
|
|
2022
Q4 | $1.38M | Buy |
33,321
+2,010
| +6% | +$83K | 0.78% | 42 |
|
|
2022
Q3 | $1.26M | Buy |
31,311
+195
| +0.6% | +$7.84K | 0.81% | 40 |
|
|
2022
Q2 | $1.22M | Buy |
31,116
+819
| +3% | +$32.1K | 0.74% | 49 |
|
|
2022
Q1 | $1.47M | Buy |
30,297
+400
| +1% | +$19.4K | 0.79% | 39 |
|
|
2021
Q4 | $1.43M | Buy |
+29,897
| New | +$1.43M | 0.68% | 41 |
|