RDWM
Red Door Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
7,236
+216
| +3% | +$17.3K | 0.07% | 149 |
|
|
2025
Q1 | $504K | Buy |
7,020
+1,623
| +30% | +$117K | 0.07% | 136 |
|
|
2024
Q4 | $379K | Sell |
5,397
-692
| -11% | -$48.6K | 0.06% | 165 |
|
|
2024
Q3 | $344K | Buy |
6,089
+540
| +10% | +$30.5K | 0.06% | 159 |
|
|
2024
Q2 | $330K | Sell |
5,549
-1,086
| -16% | -$64.5K | 0.06% | 152 |
|
|
2024
Q1 | $385K | Sell |
6,635
-800
| -11% | -$46.4K | 0.07% | 136 |
|
|
2023
Q4 | $366K | Sell |
7,435
-39
| -0.5% | -$1.92K | 0.08% | 138 |
|
|
2023
Q3 | $305K | Sell |
7,474
-305
| -4% | -$12.5K | 0.08% | 141 |
|
|
2023
Q2 | $332K | Buy |
7,779
+283
| +4% | +$12.1K | 0.07% | 164 |
|
|
2023
Q1 | $280K | Sell |
7,496
-489
| -6% | -$18.3K | 0.09% | 126 |
|
|
2022
Q4 | $330K | Sell |
7,985
-277
| -3% | -$11.4K | 0.11% | 111 |
|
|
2022
Q3 | $332K | Buy |
8,262
+463
| +6% | +$18.6K | 0.13% | 104 |
|
|
2022
Q2 | $305K | Buy |
7,799
+999
| +15% | +$39.1K | 0.11% | 115 |
|
|
2022
Q1 | $329K | Sell |
6,800
-2,969
| -30% | -$144K | 0.11% | 109 |
|
|
2021
Q4 | $468K | Sell |
9,769
-3,806
| -28% | -$182K | 0.15% | 99 |
|
|
2021
Q3 | $630K | Buy |
13,575
+1,465
| +12% | +$68K | 0.24% | 79 |
|
|
2021
Q2 | $548K | Buy |
12,110
+5,930
| +96% | +$268K | 0.21% | 84 |
|
|
2021
Q1 | $242K | Sell |
6,180
-800
| -11% | -$31.3K | 0.12% | 107 |
|
|
2020
Q4 | $211K | Buy |
+6,980
| New | +$211K | 0.12% | 104 |
|
|
2020
Q3 | – | Sell |
-6,323
| Closed | -$161K | – | 433 |
|
|
2020
Q2 | $161K | Sell |
6,323
-12,161
| -66% | -$310K | 0.12% | 109 |
|
|
2020
Q1 | $530K | Buy |
18,484
+1,416
| +8% | +$40.6K | 0.5% | 50 |
|
|
2019
Q4 | $840K | Buy |
+17,068
| New | +$840K | 0.75% | 40 |
|