RIA Advisory Group’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 | $1.43M | Buy |
17,846
+3
| +0% | +$240 | 0.42% | 40 |
|
|
2025
Q1 | $1.28M | Sell |
17,843
-3,006
| -14% | -$216K | 0.42% | 43 |
|
|
2024
Q4 | $1.46M | Sell |
20,849
-411
| -2% | -$28.9K | 0.5% | 34 |
|
|
2024
Q3 | $1.2M | Buy |
+21,260
| New | +$1.2M | 0.42% | 38 |
|
|
2024
Q1 | $1.39M | Buy |
+23,930
| New | +$1.39M | 0.56% | 27 |
|
|
2023
Q4 | – | Sell |
-20,633
| Closed | -$843K | – | 199 |
|
|
2023
Q3 | $843K | Buy |
20,633
+711
| +4% | +$29.1K | 0.38% | 36 |
|
|
2023
Q2 | $850K | Sell |
19,922
-694
| -3% | -$29.6K | 0.37% | 41 |
|
|
2023
Q1 | $771K | Buy |
+20,616
| New | +$771K | 0.35% | 43 |
|