Frank Rimerman Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
30,238
+6,858
| +29% | +$549K | 0.16% | 102 |
|
|
2025
Q1 | $1.68M | Buy |
23,380
+2,848
| +14% | +$204K | 0.13% | 126 |
|
|
2024
Q4 | $1.44M | Buy |
20,532
+449
| +2% | +$31.5K | 0.1% | 142 |
|
|
2024
Q3 | $1.13M | Sell |
20,083
-601
| -3% | -$34K | 0.08% | 195 |
|
|
2024
Q2 | $1.23M | Buy |
20,684
+20,644
| +51,610% | +$1.23M | 0.09% | 178 |
|
|
2024
Q1 | $2.32K | Hold |
40
| – | – | ﹤0.01% | 271 |
|
|
2023
Q4 | $1.97K | Buy |
+40
| New | +$1.97K | ﹤0.01% | 266 |
|