RB Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $968K | Sell |
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|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $837K | Buy |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $577K | Sell |
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|
2024
Q1 | $569K | Buy |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $673K | Sell |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $548K | Sell |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $333K | Buy |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $654K | Sell |
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|
2019
Q3 | $605K | Buy |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $522K | Buy |
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|
2018
Q4 | $497K | Sell |
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|
2018
Q3 | $682K | Sell |
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|
2018
Q2 | $847K | Sell |
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|
2018
Q1 | $818K | Buy |
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|
2017
Q4 | $908K | Buy |
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|
2017
Q3 | $820 | Buy |
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|
2017
Q2 | $714K | Buy |
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|
2017
Q1 | $336K | Sell |
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|
2016
Q4 | $363K | Buy |
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