Raelipskie Partnership’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 | $414K | Hold |
5,165
| – | – | 0.19% | 60 |
|
|
2025
Q1 | $371K | Hold |
5,165
| – | – | 0.19% | 60 |
|
|
2024
Q4 | $363K | Sell |
5,165
-135
| -3% | -$9.48K | 0.18% | 59 |
|
|
2024
Q3 | $299K | Hold |
5,300
| – | – | 0.15% | 59 |
|
|
2024
Q2 | $315K | Hold |
5,300
| – | – | 0.17% | 59 |
|
|
2024
Q1 | $307K | Hold |
5,300
| – | – | 0.18% | 59 |
|
|
2023
Q4 | $261K | Buy |
+5,300
| New | +$261K | 0.16% | 56 |
|