Realta Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,646
| Closed | -$1.34M | – | 775 |
|
|
2024
Q2 | $1.34M | Sell |
22,646
-1,869
| -8% | -$111K | 0.26% | 94 |
|
|
2024
Q1 | $1.42M | Sell |
24,515
-1,340
| -5% | -$77.7K | 0.29% | 78 |
|
|
2023
Q4 | $1.27M | Sell |
25,855
-502
| -2% | -$24.7K | 0.29% | 82 |
|
|
2023
Q3 | $1.12M | Hold |
26,357
| – | – | 0.26% | 92 |
|
|
2023
Q2 | $1.12M | Buy |
26,357
+1,784
| +7% | +$76.1K | 0.25% | 93 |
|
|
2023
Q1 | $919K | Sell |
24,573
-2,879
| -10% | -$108K | 0.22% | 113 |
|
|
2022
Q4 | $1.13M | Sell |
27,452
-1,504
| -5% | -$62.1K | 0.28% | 89 |
|
|
2022
Q3 | $1.17M | Buy |
28,956
+7,706
| +36% | +$310K | 0.31% | 73 |
|
|
2022
Q2 | $848K | Sell |
21,250
-1,376
| -6% | -$54.9K | 0.21% | 116 |
|
|
2022
Q1 | $1.1M | Sell |
22,626
-602
| -3% | -$29.2K | 0.22% | 102 |
|
|
2021
Q4 | $1.11M | Buy |
23,228
+99
| +0.4% | +$4.75K | 0.25% | 99 |
|
|
2021
Q3 | $1.07M | Buy |
23,129
+684
| +3% | +$31.7K | 0.25% | 94 |
|
|
2021
Q2 | $1.02M | Sell |
22,445
-144
| -0.6% | -$6.53K | 0.24% | 105 |
|
|
2021
Q1 | $883K | Buy |
22,589
+1,275
| +6% | +$49.8K | 0.23% | 112 |
|
|
2020
Q4 | $643K | Sell |
21,314
-14,225
| -40% | -$429K | 0.18% | 134 |
|
|
2020
Q3 | $836K | Buy |
35,539
+1,088
| +3% | +$25.6K | 0.28% | 84 |
|
|
2020
Q2 | $882K | Buy |
34,451
+12,886
| +60% | +$330K | 0.29% | 83 |
|
|
2020
Q1 | $619K | Buy |
21,565
+3,118
| +17% | +$89.5K | 0.27% | 100 |
|
|
2019
Q4 | $997K | Buy |
18,447
+861
| +5% | +$46.5K | 0.27% | 74 |
|
|
2019
Q3 | $884K | Sell |
17,586
-518
| -3% | -$26K | 0.24% | 82 |
|
|
2019
Q2 | $858K | Buy |
18,104
+600
| +3% | +$28.4K | 0.24% | 91 |
|
|
2019
Q1 | $849K | Buy |
+17,504
| New | +$849K | 0.39% | 65 |
|