RD Lewis Holdings’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
$529K Buy
6,868
+550
+9% +$42.4K 0.53% 48
2025
Q1
$466K Buy
6,318
+350
+6% +$25.8K 0.53% 49
2024
Q4
$481K Buy
+5,968
New +$481K 0.53% 48