Wells Fargo’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115K | Sell |
12,325
-24,747
| -67% | -$244K | ﹤0.01% | 5031 |
|
|
2025
Q4 | $480K | Buy |
37,072
+16,610
| +81% | +$203K | ﹤0.01% | 4528 |
|
|
2025
Q3 | $233K | Buy |
20,462
+3,195
| +19% | +$35.2K | ﹤0.01% | 4854 |
|
|
2025
Q2 | $189K | Buy |
17,267
+2,775
| +19% | +$26.8K | ﹤0.01% | 4806 |
|
|
2025
Q1 | $134K | Buy |
14,492
+83
| +0.6% | +$886 | ﹤0.01% | 4936 |
|
|
2024
Q4 | $163K | Buy |
14,409
+4,264
| +42% | +$61.3K | ﹤0.01% | 4913 |
|
|
2024
Q3 | $184K | Sell |
10,145
-335,733
| -97% | -$5.35M | ﹤0.01% | 4639 |
|
|
2024
Q2 | $4.56M | Sell |
345,878
-3,388
| -1% | -$62.3K | ﹤0.01% | 2336 |
|
|
2024
Q1 | $7.11M | Buy |
349,266
+35,133
| +11% | +$561K | ﹤0.01% | 2016 |
|
|
2023
Q4 | $3.5M | Sell |
314,133
-41,977
| -12% | -$415K | ﹤0.01% | 2476 |
|
|
2023
Q3 | $2.94M | Sell |
356,110
-12,740
| -3% | -$114K | ﹤0.01% | 2496 |
|
|
2023
Q2 | $3.8M | Sell |
368,850
-2,115
| -0.6% | -$19.1K | ﹤0.01% | 2366 |
|
|
2023
Q1 | $5.56M | Buy |
370,965
+21,666
| +6% | +$293K | ﹤0.01% | 2040 |
|
|
2022
Q4 | $3.48M | Sell |
349,299
-30,392
| -8% | -$335K | ﹤0.01% | 2341 |
|
|
2022
Q3 | $3.32M | Buy |
379,691
+88,431
| +30% | +$861K | ﹤0.01% | 2307 |
|
|
2022
Q2 | $2.87M | Sell |
291,260
-40,060
| -12% | -$489K | ﹤0.01% | 2508 |
|
|
2022
Q1 | $5.48M | Buy |
331,320
+70,559
| +27% | +$987K | ﹤0.01% | 2377 |
|
|
2021
Q4 | $4.03M | Sell |
260,761
-67,958
| -21% | -$1.13M | ﹤0.01% | 2792 |
|
|
2021
Q3 | $6.14M | Buy |
328,719
+17,123
| +5% | +$464K | ﹤0.01% | 2644 |
|
|
2021
Q2 | $13.1M | Sell |
311,596
-70,765
| -19% | -$2.83M | ﹤0.01% | 2004 |
|
|
2021
Q1 | $13.5M | Buy |
382,361
+376,719
| +6,677% | +$18.7M | ﹤0.01% | 1962 |
|
|
2020
Q4 | $220K | Buy |
+5,642
| New | +$219K | ﹤0.01% | 5032 |
|
Other funds holding MAX
WMIG
CC
VCM
JGC
JAM
