RA
Rise Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
3,287
-85
| -3% | -$6.81K | 0.1% | 75 |
|
|
2025
Q1 | $242K | Buy |
3,372
+52
| +2% | +$3.73K | 0.11% | 77 |
|
|
2024
Q4 | $233K | Buy |
3,320
+17
| +0.5% | +$1.19K | 0.11% | 77 |
|
|
2024
Q3 | $187K | Sell |
3,303
-442
| -12% | -$25K | 0.09% | 99 |
|
|
2024
Q2 | $222K | Buy |
3,745
+22
| +0.6% | +$1.31K | 0.12% | 83 |
|
|
2024
Q1 | $216K | Buy |
3,723
+1,868
| +101% | +$108K | 0.12% | 86 |
|
|
2023
Q4 | $91.3K | Buy |
1,855
+800
| +76% | +$39.4K | 0.06% | 111 |
|
|
2023
Q3 | $43.1K | Buy |
1,055
+9
| +0.9% | +$368 | 0.03% | 148 |
|
|
2023
Q2 | $44.6K | Sell |
1,046
-98
| -9% | -$4.18K | 0.03% | 156 |
|
|
2023
Q1 | $42.8K | Sell |
1,144
-148
| -11% | -$5.53K | 0.03% | 167 |
|
|
2022
Q4 | $53.4K | Buy |
1,292
+8
| +0.6% | +$330 | 0.04% | 150 |
|
|
2022
Q3 | $52K | Buy |
1,284
+8
| +0.6% | +$324 | 0.04% | 150 |
|
|
2022
Q2 | $50K | Buy |
1,276
+7
| +0.6% | +$274 | 0.05% | 140 |
|
|
2022
Q1 | $61K | Buy |
1,269
+6
| +0.5% | +$288 | 0.05% | 132 |
|
|
2021
Q4 | $60.6K | Buy |
+1,263
| New | +$60.6K | 0.06% | 131 |
|