Wells Fargo’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
17,267
+2,775
| +19% | +$30.4K | ﹤0.01% | 4418 |
|
|
2025
Q1 | $134K | Buy |
14,492
+83
| +0.6% | +$767 | ﹤0.01% | 4491 |
|
|
2024
Q4 | $163K | Buy |
14,409
+4,264
| +42% | +$48.1K | ﹤0.01% | 4428 |
|
|
2024
Q3 | $184K | Sell |
10,145
-335,733
| -97% | -$6.08M | ﹤0.01% | 4252 |
|
|
2024
Q2 | $4.56M | Sell |
345,878
-3,388
| -1% | -$44.6K | ﹤0.01% | 2132 |
|
|
2024
Q1 | $7.11M | Buy |
349,266
+35,133
| +11% | +$716K | ﹤0.01% | 1818 |
|
|
2023
Q4 | $3.5M | Sell |
314,133
-41,977
| -12% | -$468K | ﹤0.01% | 2234 |
|
|
2023
Q3 | $2.94M | Sell |
356,110
-12,740
| -3% | -$105K | ﹤0.01% | 2325 |
|
|
2023
Q2 | $3.8M | Sell |
368,850
-2,115
| -0.6% | -$21.8K | ﹤0.01% | 2248 |
|
|
2023
Q1 | $5.56M | Buy |
370,965
+21,666
| +6% | +$325K | ﹤0.01% | 1924 |
|
|
2022
Q4 | $3.48M | Sell |
349,299
-30,392
| -8% | -$302K | ﹤0.01% | 2214 |
|
|
2022
Q3 | $3.32M | Buy |
379,691
+88,431
| +30% | +$774K | ﹤0.01% | 2185 |
|
|
2022
Q2 | $2.87M | Sell |
291,260
-40,060
| -12% | -$395K | ﹤0.01% | 2383 |
|
|
2022
Q1 | $5.48M | Buy |
331,320
+70,559
| +27% | +$1.17M | ﹤0.01% | 2253 |
|
|
2021
Q4 | $4.03M | Sell |
260,761
-67,958
| -21% | -$1.05M | ﹤0.01% | 2629 |
|
|
2021
Q3 | $6.14M | Buy |
328,719
+17,123
| +5% | +$320K | ﹤0.01% | 2531 |
|
|
2021
Q2 | $13.1M | Sell |
311,596
-70,765
| -19% | -$2.98M | ﹤0.01% | 1945 |
|
|
2021
Q1 | $13.5M | Buy |
382,361
+376,719
| +6,677% | +$13.3M | ﹤0.01% | 1889 |
|
|
2020
Q4 | $220K | Buy |
+5,642
| New | +$220K | ﹤0.01% | 4905 |
|