BRWA
B. Riley Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
+31,955
| New | +$2.56M | 0.12% | 167 |
|
|
2024
Q4 | $2.79M | Sell |
39,768
-8,233
| -17% | -$578K | 0.09% | 216 |
|
|
2024
Q3 | $2.69M | Sell |
48,001
-5,158
| -10% | -$289K | 0.07% | 256 |
|
|
2024
Q2 | $3.16M | Sell |
53,159
-14,187
| -21% | -$843K | 0.08% | 232 |
|
|
2024
Q1 | $2.75M | Buy |
67,346
+12,473
| +23% | +$510K | 0.07% | 265 |
|
|
2023
Q4 | $2.7M | Sell |
54,873
-12,473
| -19% | -$614K | 0.07% | 278 |
|
|
2023
Q3 | $2.75M | Sell |
67,346
-11,208
| -14% | -$458K | 0.07% | 265 |
|
|
2023
Q2 | $3.33M | Sell |
78,554
-6,691
| -8% | -$284K | 0.07% | 246 |
|
|
2023
Q1 | $3.17M | Sell |
85,245
-4,741
| -5% | -$176K | 0.08% | 238 |
|
|
2022
Q4 | $3.7M | Buy |
89,986
+9,710
| +12% | +$399K | 0.1% | 214 |
|
|
2022
Q3 | $3.21M | Buy |
80,276
+10,361
| +15% | +$415K | 0.1% | 217 |
|
|
2022
Q2 | $2.72M | Sell |
69,915
-6,829
| -9% | -$266K | 0.11% | 182 |
|
|
2022
Q1 | $3.69M | Buy |
76,744
+6,342
| +9% | +$305K | 0.12% | 179 |
|
|
2021
Q4 | $3.35M | Buy |
70,402
+7,004
| +11% | +$333K | 0.1% | 229 |
|
|
2021
Q3 | $2.9M | Sell |
63,398
-4,905
| -7% | -$224K | 0.09% | 253 |
|
|
2021
Q2 | $2.95M | Sell |
68,303
-10,060
| -13% | -$434K | 0.1% | 250 |
|
|
2021
Q1 | $2.86M | Buy |
78,363
+18,083
| +30% | +$659K | 0.1% | 230 |
|
|
2020
Q4 | $1.77M | Sell |
60,280
-20,967
| -26% | -$617K | 0.09% | 221 |
|
|
2020
Q3 | $1.91M | Buy |
81,247
+3,549
| +5% | +$83.6K | 0.1% | 202 |
|
|
2020
Q2 | $1.95M | Sell |
77,698
-12,126
| -13% | -$304K | 0.13% | 167 |
|
|
2020
Q1 | $2.58M | Buy |
89,824
+36,476
| +68% | +$1.05M | 0.22% | 111 |
|
|
2019
Q4 | $2.87M | Buy |
53,348
+10,471
| +24% | +$564K | 0.24% | 92 |
|
|
2019
Q3 | $2.16M | Buy |
42,877
+6,387
| +18% | +$322K | 0.21% | 102 |
|
|
2019
Q2 | $1.73M | Buy |
36,490
+2,920
| +9% | +$138K | 0.19% | 112 |
|
|
2019
Q1 | $1.62M | Sell |
33,570
-3,725
| -10% | -$180K | 0.2% | 105 |
|
|
2018
Q4 | $1.72M | Sell |
37,295
-3,143
| -8% | -$145K | 0.24% | 93 |
|
|
2018
Q3 | $2.13M | Buy |
40,438
+808
| +2% | +$42.5K | 0.25% | 87 |
|
|
2018
Q2 | $2.2M | Buy |
39,630
+1,800
| +5% | +$99.9K | 0.29% | 79 |
|
|
2018
Q1 | $1.98M | Sell |
37,830
-13,727
| -27% | -$720K | 0.28% | 86 |
|
|
2017
Q4 | $3.13M | Sell |
51,557
-67,345
| -57% | -$4.09M | 0.42% | 57 |
|
|
2017
Q3 | $6.58M | Buy |
118,902
+52,616
| +79% | +$2.91M | 1.09% | 13 |
|
|
2017
Q2 | $3.68M | Sell |
66,286
-424
| -0.6% | -$23.5K | 0.67% | 26 |
|
|
2017
Q1 | $3.72M | Sell |
66,710
-4,094
| -6% | -$228K | 0.74% | 30 |
|
|
2016
Q4 | $3.91M | Sell |
70,804
-5,236
| -7% | -$289K | 0.79% | 25 |
|
|
2016
Q3 | $2.94M | Sell |
76,040
-1,948
| -2% | -$75.4K | 0.58% | 33 |
|
|
2016
Q2 | $3.26M | Buy |
77,988
+1,430
| +2% | +$59.7K | 0.65% | 29 |
|
|
2016
Q1 | $3.27M | Sell |
76,558
-3,683
| -5% | -$157K | 0.76% | 24 |
|
|
2015
Q4 | $4.36M | Buy |
80,241
+5,906
| +8% | +$321K | 0.88% | 14 |
|
|
2015
Q3 | $3.82M | Buy |
74,335
+7,535
| +11% | +$387K | 0.92% | 12 |
|
|
2015
Q2 | $3.76M | Buy |
66,800
+38,371
| +135% | +$2.16M | 0.93% | 13 |
|
|
2015
Q1 | $1.55M | Sell |
28,429
-16,198
| -36% | -$881K | 0.38% | 63 |
|
|
2014
Q4 | $12.8K | Buy |
44,627
+20,605
| +86% | +$5.92K | 0.27% | 69 |
|
|
2014
Q3 | $1.25M | Sell |
24,022
-24,855
| -51% | -$1.29M | 0.32% | 69 |
|
|
2014
Q2 | $1.43M | Buy |
48,877
+26,927
| +123% | +$787K | 0.34% | 52 |
|
|
2014
Q1 | $1.09M | Buy |
21,950
+2,462
| +13% | +$122K | 0.33% | 63 |
|
|
2013
Q4 | $885K | Hold |
19,488
| – | – | 0.28% | 81 |
|
|
2013
Q3 | $805K | Sell |
19,488
-406
| -2% | -$16.8K | 0.28% | 84 |
|
|
2013
Q2 | $821K | Buy |
+19,894
| New | +$821K | 0.28% | 78 |
|