B. Riley Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $2.75M | Buy |
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|
2023
Q4 | $2.7M | Sell |
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|
2023
Q3 | $2.75M | Sell |
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|
2023
Q2 | $3.33M | Sell |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $2.72M | Sell |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $3.35M | Buy |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $2.95M | Sell |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $1.77M | Sell |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $2.58M | Buy |
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|
2019
Q4 | $2.87M | Buy |
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|
2019
Q3 | $2.16M | Buy |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $1.62M | Sell |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.13M | Buy |
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|
2018
Q2 | $2.2M | Buy |
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|
2018
Q1 | $1.98M | Sell |
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|
2017
Q4 | $3.13M | Sell |
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|
2017
Q3 | $6.58M | Buy |
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|
2017
Q2 | $3.67M | Sell |
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|
2017
Q1 | $3.72M | Sell |
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|
2016
Q4 | $3.9M | Sell |
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|
2016
Q3 | $2.94M | Sell |
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|
2016
Q2 | $3.25M | Buy |
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|
2016
Q1 | $3.27M | Sell |
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|
2015
Q4 | $4.36M | Buy |
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|
2015
Q3 | $3.82M | Buy |
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|
2015
Q2 | $3.76M | Buy |
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|
2015
Q1 | $1.55M | Sell |
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|
2014
Q4 | $12.8K | Buy |
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|
2014
Q3 | $1.25M | Sell |
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|
2014
Q2 | $1.43M | Buy |
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|
2014
Q1 | $1.09M | Buy |
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|
2013
Q4 | $885K | Hold |
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|
2013
Q3 | $805K | Sell |
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|
2013
Q2 | $821K | Buy |
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