Red Tortoise LLC’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 | $26.9K | Hold |
336
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $24.1K | Hold |
336
| – | – | 0.01% | 140 |
|
|
2024
Q4 | $23.6K | Hold |
336
| – | – | 0.01% | 149 |
|
|
2024
Q3 | $19K | Hold |
336
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $20K | Hold |
336
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $19.5K | Hold |
336
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $16.5K | Sell |
336
-140
| -29% | -$6.89K | 0.01% | 145 |
|
|
2023
Q3 | $19.4K | Buy |
476
+283
| +147% | +$11.6K | 0.01% | 131 |
|
|
2023
Q2 | $8.24K | Sell |
193
-218
| -53% | -$9.3K | 0.01% | 205 |
|
|
2023
Q1 | $15.4K | Hold |
411
| – | – | 0.01% | 153 |
|
|
2022
Q4 | $17K | Buy |
+411
| New | +$17K | 0.01% | 191 |
|
|
2021
Q4 | – | Sell |
-431
| Closed | -$18K | – | 546 |
|
|
2021
Q3 | $18K | Buy |
+431
| New | +$18K | 0.01% | 175 |
|