RWPA
Richard W. Paul & Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
6,356
-26
| -0.4% | -$2.08K | 0.18% | 112 |
|
|
2025
Q1 | $458K | Sell |
6,382
-58
| -0.9% | -$4.16K | 0.18% | 119 |
|
|
2024
Q4 | $452K | Sell |
6,440
-291
| -4% | -$20.4K | 0.16% | 125 |
|
|
2024
Q3 | $380K | Sell |
6,731
-103
| -2% | -$5.82K | 0.14% | 134 |
|
|
2024
Q2 | $406K | Sell |
6,834
-84
| -1% | -$4.99K | 0.16% | 129 |
|
|
2024
Q1 | $401K | Sell |
6,918
-224
| -3% | -$13K | 0.16% | 132 |
|
|
2023
Q4 | $352K | Sell |
7,142
-169
| -2% | -$8.32K | 0.15% | 136 |
|
|
2023
Q3 | $299K | Sell |
7,311
-231
| -3% | -$9.44K | 0.14% | 137 |
|
|
2023
Q2 | $322K | Sell |
7,542
-38
| -0.5% | -$1.62K | 0.14% | 146 |
|
|
2023
Q1 | $283K | Buy |
7,580
+202
| +3% | +$7.55K | 0.13% | 151 |
|
|
2022
Q4 | $305K | Buy |
+7,378
| New | +$305K | 0.15% | 145 |
|