Readystate Asset 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 | $594K | Buy |
+7,419
| New | +$594K | 0.02% | 279 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 567 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 551 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 565 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 640 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 538 |
|
|
2023
Q4 | – | Sell |
-85,603
| Closed | -$3.5M | – | 392 |
|
|
2023
Q3 | $3.5M | Buy |
+85,603
| New | +$3.5M | 0.18% | 81 |
|
|
2023
Q2 | – | Sell |
-6,314
| Closed | -$236K | – | 283 |
|
|
2023
Q1 | $236K | Buy |
+6,314
| New | +$236K | 0.02% | 109 |
|