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Ramirez Asset Management’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$80.1K Sell
1,000
-144
-13% -$11.5K 0.01% 257
2025
Q1
$82.1K Sell
1,144
-100
-8% -$7.18K 0.02% 263
2024
Q4
$87.4K Hold
1,244
0.02% 265
2024
Q3
$70.3K Hold
1,244
0.01% 280
2024
Q2
$73.9K Hold
1,244
0.02% 283
2024
Q1
$72.1K Hold
1,244
0.01% 289
2023
Q4
$61.2K Hold
1,244
0.01% 294
2023
Q3
$50.8K Buy
+1,244
New +$50.8K 0.01% 302