Ridgecrest Wealth Partners’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 | $1.12M | Sell |
13,998
-23
| -0.2% | -$1.84K | 0.59% | 37 |
|
|
2025
Q1 | $1.01M | Sell |
14,021
-972
| -6% | -$69.8K | 0.53% | 38 |
|
|
2024
Q4 | $1.05M | Sell |
14,993
-50
| -0.3% | -$3.51K | 0.57% | 34 |
|
|
2024
Q3 | $850K | Buy |
15,043
+25
| +0.2% | +$1.41K | 0.44% | 44 |
|
|
2024
Q2 | $892K | Buy |
15,018
+50
| +0.3% | +$2.97K | 0.54% | 37 |
|
|
2024
Q1 | $868K | Hold |
14,968
| – | – | 0.52% | 42 |
|
|
2023
Q4 | $737K | Sell |
14,968
-373
| -2% | -$18.4K | 0.49% | 43 |
|
|
2023
Q3 | $627K | Buy |
15,341
+40
| +0.3% | +$1.63K | 0.44% | 48 |
|
|
2023
Q2 | $653K | Buy |
15,301
+5,920
| +63% | +$253K | 0.43% | 48 |
|
|
2023
Q1 | $351K | Hold |
9,381
| – | – | 0.25% | 65 |
|
|
2022
Q4 | $387K | Hold |
9,381
| – | – | 0.29% | 61 |
|
|
2022
Q3 | $377K | Hold |
9,381
| – | – | 0.31% | 59 |
|
|
2022
Q2 | $367K | Hold |
9,381
| – | – | 0.27% | 67 |
|
|
2022
Q1 | $455K | Hold |
9,381
| – | – | 0.29% | 65 |
|
|
2021
Q4 | $450K | Hold |
9,381
| – | – | 0.22% | 80 |
|
|
2021
Q3 | $435K | Buy |
9,381
+79
| +0.8% | +$3.66K | 0.24% | 74 |
|
|
2021
Q2 | $421K | Buy |
+9,302
| New | +$421K | 0.26% | 70 |
|