Revolve Wealth Partners’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 | $370K | Sell |
4,617
-134
| -3% | -$10.7K | 0.05% | 147 |
|
|
2025
Q1 | $341K | Buy |
4,751
+361
| +8% | +$25.9K | 0.05% | 154 |
|
|
2024
Q4 | $308K | Sell |
4,390
-1
| -0% | -$70 | 0.04% | 161 |
|
|
2024
Q3 | $248K | Buy |
4,391
+302
| +7% | +$17.1K | 0.04% | 171 |
|
|
2024
Q2 | $243K | Buy |
4,089
+143
| +4% | +$8.49K | 0.04% | 153 |
|
|
2024
Q1 | $229K | Buy |
+3,946
| New | +$229K | 0.04% | 161 |
|
|
2023
Q1 | – | Sell |
-4,879
| Closed | -$201K | – | 150 |
|
|
2022
Q4 | $201K | Buy |
+4,879
| New | +$201K | 0.06% | 141 |
|