RIA Advisory Group’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
2025
Q1
$1.28M Sell
2024
Q4
$1.46M Sell
2024
Q3
$1.2M Buy
2024
Q1
$1.39M Buy
2023
Q4
Sell
2023
Q3
$843K Buy
2023
Q2
$850K Sell
2023
Q1
$771K Buy