RFA
Reilly Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $224K | Buy |
4,671
+333
| +8% | +$16K | 0.02% | 204 |
|
|
2021
Q3 | $201K | Sell |
4,338
-32
| -0.7% | -$1.48K | 0.02% | 200 |
|
|
2021
Q2 | $198K | Sell |
4,370
-1
| -0% | -$45 | 0.02% | 208 |
|
|
2021
Q1 | $171K | Buy |
4,371
+90
| +2% | +$3.52K | 0.02% | 214 |
|
|
2020
Q4 | $129K | Buy |
4,281
+174
| +4% | +$5.24K | 0.01% | 229 |
|
|
2020
Q3 | $97K | Sell |
4,107
-737
| -15% | -$17.4K | 0.01% | 238 |
|
|
2020
Q2 | $124K | Buy |
4,844
+375
| +8% | +$9.6K | 0.01% | 204 |
|
|
2020
Q1 | $128K | Sell |
4,469
-183
| -4% | -$5.24K | 0.02% | 200 |
|
|
2019
Q4 | $250K | Buy |
4,652
+52
| +1% | +$2.79K | 0.03% | 169 |
|
|
2019
Q3 | $232K | Sell |
4,600
-445
| -9% | -$22.4K | 0.03% | 176 |
|
|
2019
Q2 | $239K | Sell |
5,045
-222
| -4% | -$10.5K | 0.03% | 166 |
|
|
2019
Q1 | $255K | Buy |
5,267
+333
| +7% | +$16.1K | 0.03% | 157 |
|
|
2018
Q4 | $227K | Sell |
4,934
-2,167
| -31% | -$99.7K | 0.03% | 165 |
|
|
2018
Q3 | $373K | Buy |
7,101
+2,256
| +47% | +$119K | 0.05% | 137 |
|
|
2018
Q2 | $269K | Sell |
4,845
-595
| -11% | -$33K | 0.04% | 149 |
|
|
2018
Q1 | $285K | Buy |
5,440
+41
| +0.8% | +$2.15K | 0.04% | 142 |
|
|
2017
Q4 | $328K | Sell |
5,399
-26,016
| -83% | -$1.58M | 0.05% | 135 |
|
|
2017
Q3 | $1.73M | Sell |
31,415
-236
| -0.7% | -$13K | 0.26% | 63 |
|
|
2017
Q2 | $1.75M | Sell |
31,651
-388
| -1% | -$21.5K | 0.27% | 62 |
|
|
2017
Q1 | $1.78M | Buy |
32,039
+2,496
| +8% | +$139K | 0.29% | 55 |
|
|
2016
Q4 | $1.63M | Buy |
29,543
+157
| +0.5% | +$8.65K | 0.28% | 56 |
|
|
2016
Q3 | $1.3M | Sell |
29,386
-348
| -1% | -$15.4K | 0.23% | 65 |
|
|
2016
Q2 | $1.41M | Buy |
29,734
+553
| +2% | +$26.2K | 0.26% | 59 |
|
|
2016
Q1 | $1.41M | Buy |
29,181
+3,275
| +13% | +$158K | 0.24% | 48 |
|
|
2015
Q4 | $1.41M | Sell |
25,906
-1,310
| -5% | -$71.2K | 0.25% | 46 |
|
|
2015
Q3 | $1.4M | Buy |
27,216
+4,240
| +18% | +$218K | 0.25% | 64 |
|
|
2015
Q2 | $1.29M | Buy |
22,976
+900
| +4% | +$50.6K | 0.22% | 64 |
|
|
2015
Q1 | $1.2M | Buy |
+22,076
| New | +$1.2M | 0.21% | 67 |
|
|
2014
Q2 | – | Sell |
-11,095
| Closed | -$552K | – | 884 |
|
|
2014
Q1 | $552K | Buy |
11,095
+1,970
| +22% | +$98K | 0.13% | 71 |
|
|
2013
Q4 | $414K | Buy |
9,125
+3,050
| +50% | +$138K | 0.1% | 79 |
|
|
2013
Q3 | $251K | Buy |
6,075
+5,329
| +714% | +$220K | 0.07% | 91 |
|
|
2013
Q2 | $31K | Buy |
+746
| New | +$31K | 0.01% | 289 |
|