Richwood Investment Advisors’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 | $1.03M | Sell |
12,797
-137
| -1% | -$11K | 0.84% | 28 |
|
|
2025
Q1 | $929K | Sell |
12,934
-183
| -1% | -$13.1K | 0.79% | 27 |
|
|
2024
Q4 | $921K | Sell |
13,117
-300
| -2% | -$21.1K | 0.77% | 29 |
|
|
2024
Q3 | $758K | Sell |
13,417
-150
| -1% | -$8.47K | 0.63% | 37 |
|
|
2024
Q2 | $806K | Sell |
13,567
-50
| -0.4% | -$2.97K | 0.71% | 32 |
|
|
2024
Q1 | $789K | Hold |
13,617
| – | – | 0.7% | 34 |
|
|
2023
Q4 | $670K | Sell |
13,617
-816
| -6% | -$40.2K | 0.63% | 39 |
|
|
2023
Q3 | $590K | Sell |
14,433
-50
| -0.3% | -$2.04K | 0.6% | 45 |
|
|
2023
Q2 | $618K | Sell |
14,483
-498
| -3% | -$21.3K | 0.6% | 44 |
|
|
2023
Q1 | $560K | Sell |
14,981
-300
| -2% | -$11.2K | 0.56% | 50 |
|
|
2022
Q4 | $631K | Sell |
15,281
-844
| -5% | -$34.8K | 0.63% | 39 |
|
|
2022
Q3 | $649K | Sell |
16,125
-970
| -6% | -$39K | 0.71% | 34 |
|
|
2022
Q2 | $670K | Hold |
17,095
| – | – | 0.68% | 37 |
|
|
2022
Q1 | $828K | Sell |
17,095
-100
| -0.6% | -$4.84K | 0.74% | 35 |
|
|
2021
Q4 | $825K | Buy |
+17,195
| New | +$825K | 0.72% | 35 |
|