Raleigh Capital Management’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 | $1.19M | Sell |
14,817
-133
| -0.9% | -$10.7K | 0.5% | 64 |
|
|
2025
Q1 | $1.07M | Sell |
14,950
-1,319
| -8% | -$94.7K | 0.49% | 64 |
|
|
2024
Q4 | $1.14M | Buy |
16,269
+5,734
| +54% | +$403K | 0.44% | 69 |
|
|
2024
Q3 | $595K | Buy |
10,535
+1,222
| +13% | +$69K | 0.23% | 114 |
|
|
2024
Q2 | $553K | Buy |
9,313
+1,082
| +13% | +$64.3K | 0.24% | 113 |
|
|
2024
Q1 | $477K | Buy |
8,231
+1,944
| +31% | +$113K | 0.21% | 119 |
|
|
2023
Q4 | $309K | Buy |
6,287
+432
| +7% | +$21.3K | 0.14% | 152 |
|
|
2023
Q3 | $239K | Buy |
5,855
+304
| +5% | +$12.4K | 0.12% | 156 |
|
|
2023
Q2 | $237K | Buy |
5,551
+534
| +11% | +$22.8K | 0.12% | 163 |
|
|
2023
Q1 | $188K | Buy |
5,017
+488
| +11% | +$18.2K | 0.09% | 181 |
|
|
2022
Q4 | $187K | Sell |
4,529
-376
| -8% | -$15.5K | 0.1% | 173 |
|
|
2022
Q3 | $197K | Buy |
+4,905
| New | +$197K | 0.12% | 168 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$29K | – | 693 |
|
|
2021
Q4 | $29K | Buy |
+600
| New | +$29K | 0.03% | 154 |
|