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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $184K | Sell |
|
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|
2024
Q2 | $4.56M | Sell |
|
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|
2024
Q1 | $7.11M | Buy |
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|
2023
Q4 | $3.5M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $3.8M | Sell |
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|
2023
Q1 | $5.56M | Buy |
|
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|
2022
Q4 | $3.48M | Sell |
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|
2022
Q3 | $3.32M | Buy |
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|
2022
Q2 | $2.87M | Sell |
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|
2022
Q1 | $5.48M | Buy |
|
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|
2021
Q4 | $4.03M | Sell |
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|
2021
Q3 | $6.14M | Buy |
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|
2021
Q2 | $13.1M | Sell |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $220K | Buy |
|