Ridgewood Investments’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 | $4.97K | Hold |
62
| – | – | ﹤0.01% | 561 |
|
|
2025
Q1 | $4.45K | Hold |
62
| – | – | ﹤0.01% | 568 |
|
|
2024
Q4 | $4.36K | Hold |
62
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $3.5K | Sell |
62
-2
| -3% | -$113 | ﹤0.01% | 594 |
|
|
2024
Q2 | $3.78K | Buy |
+64
| New | +$3.78K | ﹤0.01% | 591 |
|
|
2023
Q3 | – | Sell |
-64
| Closed | -$2.71K | – | 775 |
|
|
2023
Q2 | $2.71K | Sell |
64
-110
| -63% | -$4.66K | ﹤0.01% | 661 |
|
|
2023
Q1 | $6.5K | Buy |
+174
| New | +$6.5K | ﹤0.01% | 555 |
|
|
2021
Q1 | – | Sell |
-15,037
| Closed | -$354K | – | 214 |
|
|
2020
Q4 | $354K | Hold |
15,037
| – | – | 0.28% | 112 |
|
|
2020
Q3 | $354K | Sell |
15,037
-1,788
| -11% | -$42.1K | 0.28% | 113 |
|
|
2020
Q2 | $431K | Sell |
16,825
-3,349
| -17% | -$85.8K | 0.36% | 100 |
|
|
2020
Q1 | $579K | Buy |
20,174
+4,029
| +25% | +$116K | 0.59% | 49 |
|
|
2019
Q4 | $869K | Buy |
16,145
+773
| +5% | +$41.6K | 0.62% | 39 |
|
|
2019
Q3 | $775K | Buy |
15,372
+1,175
| +8% | +$59.2K | 0.6% | 43 |
|
|
2019
Q2 | $672K | Buy |
+14,197
| New | +$672K | 0.53% | 49 |
|