Riggs Asset Management’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 | – | Sell |
-144
| Closed | -$11.5K | – | 867 |
|
|
2025
Q2 | $11.5K | Hold |
144
| – | – | ﹤0.01% | 307 |
|
|
2025
Q1 | $10.3K | Hold |
144
| – | – | ﹤0.01% | 259 |
|
|
2024
Q4 | $10.1K | Hold |
144
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $8.13K | Sell |
144
-2
| -1% | -$113 | ﹤0.01% | 270 |
|
|
2024
Q2 | $8.67K | Buy |
146
+22
| +18% | +$1.3K | ﹤0.01% | 260 |
|
|
2024
Q1 | $7.19K | Buy |
124
+14
| +13% | +$732 | ﹤0.01% | 261 |
|
|
2023
Q4 | $5.42K | Buy |
+110
| New | +$4.75K | ﹤0.01% | 286 |
|
|
2022
Q2 | – | Sell |
-37
| Closed | -$2K | – | 342 |
|
|
2022
Q1 | $2K | Buy |
+37
| New | +$1.98K | ﹤0.01% | 293 |
|
|
2021
Q4 | – | Sell |
-129
| Closed | -$6K | – | 341 |
|
|
2021
Q3 | $6K | Hold |
129
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $6K | Hold |
129
| – | – | ﹤0.01% | 256 |
|
|
2021
Q1 | $5K | Hold |
129
| – | – | ﹤0.01% | 240 |
|
|
2020
Q4 | $4K | Sell |
129
-137
| -52% | -$3.55K | ﹤0.01% | 235 |
|
|
2020
Q3 | $6K | Sell |
266
-13
| -5% | -$320 | ﹤0.01% | 150 |
|
|
2020
Q2 | $7K | Buy |
279
+13
| +5% | +$356 | ﹤0.01% | 187 |
|
|
2020
Q1 | $7K | Sell |
266
-77
| -22% | -$3.27K | ﹤0.01% | 192 |
|
|
2019
Q4 | $18K | Sell |
343
-140
| -29% | -$7.33K | 0.01% | 178 |
|
|
2019
Q3 | $24K | Hold |
483
| – | – | 0.01% | 152 |
|
|
2019
Q2 | $23K | Hold |
483
| – | – | 0.01% | 152 |
|
|
2019
Q1 | $23K | Hold |
483
| – | – | 0.02% | 149 |
|
|
2018
Q4 | $22K | Hold |
483
| – | – | 0.02% | 136 |
|
|
2018
Q3 | $25K | Hold |
483
| – | – | 0.01% | 142 |
|
|
2018
Q2 | $27K | Sell |
483
-21
| -4% | -$1.13K | 0.01% | 144 |
|
|
2018
Q1 | $26K | Hold |
504
| – | – | 0.01% | 153 |
|
|
2017
Q4 | $31K | Hold |
504
| – | – | 0.01% | 146 |
|
|
2017
Q3 | $28K | Sell |
504
-155
| -24% | -$8.24K | 0.01% | 154 |
|
|
2017
Q2 | $37K | Hold |
659
| – | – | 0.02% | 151 |
|
|
2017
Q1 | $37K | Sell |
659
-139
| -17% | -$7.89K | 0.02% | 131 |
|
|
2016
Q4 | $44K | Sell |
798
-99
| -11% | -$4.98K | 0.02% | 117 |
|
|
2016
Q3 | $40K | Sell |
897
-40,942
| -98% | -$1.96M | 0.02% | 122 |
|
|
2016
Q2 | $1.98M | Buy |
41,839
+40,001
| +2,176% | +$1.95M | 1.04% | 33 |
|
|
2016
Q1 | $89K | Hold |
1,838
| – | – | 0.06% | 78 |
|
|
2015
Q4 | $100K | Hold |
1,838
| – | – | 0.05% | 81 |
|
|
2015
Q3 | $94K | Hold |
1,838
| – | – | 0.06% | 72 |
|
|
2015
Q2 | $103K | Sell |
1,838
-682
| -27% | -$38K | 0.05% | 73 |
|
|
2015
Q1 | $137K | Buy |
2,520
+6
| +0.2% | +$324 | 0.07% | 65 |
|
|
2014
Q4 | $138K | Buy |
2,514
+5
| +0.2% | +$265 | 0.07% | 68 |
|
|
2014
Q3 | $130K | Buy |
+2,509
| New | +$129K | 0.08% | 62 |
|
Other funds holding WFC
