ORAM
One River Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3
| Closed | -$212 | – | 101 |
|
|
2024
Q4 | $212 | Sell |
3
-3,733
| -100% | -$264K | ﹤0.01% | 61 |
|
|
2024
Q3 | $209K | Buy |
+3,736
| New | +$209K | 0.03% | 19 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 110 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 138 |
|
|
2023
Q4 | – | Sell |
-63,977
| Closed | -$2.61M | – | 126 |
|
|
2023
Q3 | $2.61M | Buy |
63,977
+48,286
| +308% | +$1.97M | 0.08% | 25 |
|
|
2023
Q2 | $667K | Sell |
15,691
-61,789
| -80% | -$2.63M | 0.08% | 23 |
|
|
2023
Q1 | $2.9M | Buy |
77,480
+26,452
| +52% | +$989K | 0.13% | 10 |
|
|
2022
Q4 | $2.11M | Buy |
+51,028
| New | +$2.11M | 0.13% | 23 |
|