Regent Peak Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $395K | Buy |
5,502
+103
| +2% | +$7.39K | 0.09% | 95 |
|
|
2024
Q4 | $379K | Buy |
5,399
+111
| +2% | +$7.8K | 0.09% | 101 |
|
|
2024
Q3 | $299K | Buy |
5,288
+116
| +2% | +$6.55K | 0.07% | 124 |
|
|
2024
Q2 | $307K | Buy |
5,172
+272
| +6% | +$16.2K | 0.07% | 119 |
|
|
2024
Q1 | $284K | Buy |
4,900
+41
| +0.8% | +$2.38K | 0.07% | 126 |
|
|
2023
Q4 | $239K | Buy |
+4,859
| New | +$239K | 0.06% | 133 |
|
|
2021
Q1 | – | Sell |
-2,139
| Closed | -$65K | – | 997 |
|
|
2020
Q4 | $65K | Buy |
+2,139
| New | +$65K | 0.02% | 270 |
|
|
2020
Q1 | – | Sell |
-7,296
| Closed | -$392K | – | 129 |
|
|
2019
Q4 | $392K | Buy |
+7,296
| New | +$392K | 0.18% | 84 |
|