Rise Advisors’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 | $306K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $187K | Sell |
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|
2024
Q2 | $222K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | $91.3K | Buy |
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|
2023
Q3 | $43.1K | Buy |
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|
2023
Q2 | $44.6K | Sell |
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|
2023
Q1 | $42.8K | Sell |
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|
2022
Q4 | $53.4K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $60.6K | Buy |
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