Richwood Investment Advisors’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
Q3 | $1.07M | Hold |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $929K | Sell |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $758K | Sell |
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|
2024
Q2 | $806K | Sell |
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|
2024
Q1 | $789K | Hold |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $670K | Hold |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $825K | Buy |
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