Leonard Rickey Investment 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
Q3 | $598K | Buy |
|
|||||
|
2025
Q2 | $541K | Buy |
|
|||||
|
2025
Q1 | $407K | Buy |
|
|||||
|
2024
Q4 | $423K | Sell |
|
|||||
|
2024
Q3 | $347K | Sell |
|
|||||
|
2024
Q2 | $378K | Buy |
|
|||||
|
2024
Q1 | $300K | Buy |
|
|||||
|
2023
Q4 | $216K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $239K | Buy |
|
|||||
|
2021
Q4 | $222K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $225K | Buy |
|
|||||
|
2019
Q3 | $204K | Sell |
|
|||||
|
2019
Q2 | $201K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $204K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $224K | Buy |
|