LRIA
Leonard Rickey Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
6,758
+306
| +5% | +$24.5K | 0.11% | 60 |
|
|
2025
Q1 | $407K | Buy |
6,452
+426
| +7% | +$26.9K | 0.09% | 64 |
|
|
2024
Q4 | $423K | Sell |
6,026
-116
| -2% | -$8.15K | 0.1% | 62 |
|
|
2024
Q3 | $347K | Sell |
6,142
-228
| -4% | -$12.9K | 0.08% | 71 |
|
|
2024
Q2 | $378K | Buy |
6,370
+1,186
| +23% | +$70.4K | 0.09% | 65 |
|
|
2024
Q1 | $300K | Buy |
5,184
+791
| +18% | +$45.8K | 0.08% | 67 |
|
|
2023
Q4 | $216K | Buy |
+4,393
| New | +$216K | 0.06% | 79 |
|
|
2022
Q2 | – | Sell |
-4,938
| Closed | -$239K | – | 69 |
|
|
2022
Q1 | $239K | Buy |
4,938
+314
| +7% | +$15.2K | 0.09% | 63 |
|
|
2021
Q4 | $222K | Buy |
+4,624
| New | +$222K | 0.08% | 67 |
|
|
2020
Q1 | – | Sell |
-4,186
| Closed | -$225K | – | 86 |
|
|
2019
Q4 | $225K | Buy |
4,186
+147
| +4% | +$7.9K | 0.14% | 76 |
|
|
2019
Q3 | $204K | Sell |
4,039
-214
| -5% | -$10.8K | 0.14% | 75 |
|
|
2019
Q2 | $201K | Buy |
+4,253
| New | +$201K | 0.14% | 74 |
|
|
2018
Q3 | – | Sell |
-3,674
| Closed | -$204K | – | 70 |
|
|
2018
Q2 | $204K | Buy |
+3,674
| New | +$204K | 0.15% | 61 |
|
|
2018
Q1 | – | Sell |
-3,686
| Closed | -$224K | – | 64 |
|
|
2017
Q4 | $224K | Buy |
+3,686
| New | +$224K | 0.17% | 58 |
|