Wells Fargo’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7K | Buy |
1,400
+243
| +21% | +$4.81K | ﹤0.01% | 5265 |
|
|
2025
Q1 | $11.4K | Buy |
1,157
+39
| +3% | +$385 | ﹤0.01% | 5396 |
|
|
2024
Q4 | $12.7K | Buy |
1,118
+274
| +32% | +$3.11K | ﹤0.01% | 5384 |
|
|
2024
Q3 | $11.3K | Buy |
844
+29
| +4% | +$388 | ﹤0.01% | 5364 |
|
|
2024
Q2 | $18.9K | Buy |
815
+247
| +43% | +$5.73K | ﹤0.01% | 5228 |
|
|
2024
Q1 | $19.7K | Buy |
568
+73
| +15% | +$2.53K | ﹤0.01% | 5196 |
|
|
2023
Q4 | $27K | Buy |
495
+98
| +25% | +$5.35K | ﹤0.01% | 5092 |
|
|
2023
Q3 | $12.7K | Sell |
397
-204
| -34% | -$6.53K | ﹤0.01% | 5371 |
|
|
2023
Q2 | $24K | Buy |
601
+445
| +285% | +$17.8K | ﹤0.01% | 5387 |
|
|
2023
Q1 | $5.78K | Buy |
+156
| New | +$5.78K | ﹤0.01% | 5694 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 7267 |
|
|
2022
Q3 | $0 | Sell |
5
-12
| -71% | – | ﹤0.01% | 6766 |
|
|
2022
Q2 | $1K | Buy |
17
+9
| +113% | +$529 | ﹤0.01% | 6251 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 6470 |
|
|
2021
Q4 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 6471 |
|
|
2021
Q3 | $1K | Sell |
9
-8,686
| -100% | -$965K | ﹤0.01% | 6408 |
|
|
2021
Q2 | $1.73M | Sell |
8,695
-4,881
| -36% | -$971K | ﹤0.01% | 3615 |
|
|
2021
Q1 | $2.69M | Buy |
+13,576
| New | +$2.69M | ﹤0.01% | 3241 |
|