Richardson Financial Services’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 | $54K | Buy |
663
+9
| +1% | +$733 | 0.04% | 248 |
|
|
2025
Q1 | $46.9K | Sell |
654
-320
| -33% | -$23K | 0.04% | 245 |
|
|
2024
Q4 | $68.6K | Sell |
974
-21
| -2% | -$1.48K | 0.05% | 227 |
|
|
2024
Q3 | $59.1K | Hold |
995
| – | – | 0.04% | 248 |
|
|
2024
Q2 | $59.1K | Hold |
995
| – | – | 0.04% | 235 |
|
|
2024
Q1 | $57.7K | Hold |
995
| – | – | 0.04% | 240 |
|
|
2023
Q4 | $49K | Buy |
+995
| New | +$49K | 0.04% | 214 |
|