RWM
Ritholtz Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Buy |
78,720
+8,422
| +12% | +$675K | 0.14% | 82 |
|
|
2025
Q1 | $5.05M | Buy |
70,298
+4,209
| +6% | +$302K | 0.15% | 89 |
|
|
2024
Q4 | $4.64M | Buy |
66,089
+7,954
| +14% | +$559K | 0.14% | 93 |
|
|
2024
Q3 | $3.28M | Buy |
58,135
+4,848
| +9% | +$274K | 0.1% | 143 |
|
|
2024
Q2 | $3.16M | Buy |
53,287
+6,752
| +15% | +$401K | 0.1% | 130 |
|
|
2024
Q1 | $2.7M | Buy |
46,535
+1,400
| +3% | +$81.1K | 0.09% | 147 |
|
|
2023
Q4 | $2.22M | Buy |
45,135
+1,426
| +3% | +$70.2K | 0.09% | 152 |
|
|
2023
Q3 | $1.79M | Sell |
43,709
-9,031
| -17% | -$369K | 0.08% | 163 |
|
|
2023
Q2 | $2.25M | Buy |
52,740
+18,153
| +52% | +$775K | 0.1% | 120 |
|
|
2023
Q1 | $1.29M | Sell |
34,587
-6,159
| -15% | -$230K | 0.06% | 201 |
|
|
2022
Q4 | $1.68M | Sell |
40,746
-22,474
| -36% | -$928K | 0.09% | 154 |
|
|
2022
Q3 | $2.54M | Buy |
63,220
+32,879
| +108% | +$1.32M | 0.14% | 105 |
|
|
2022
Q2 | $1.19M | Buy |
30,341
+4,326
| +17% | +$169K | 0.07% | 155 |
|
|
2022
Q1 | $1.26M | Buy |
26,015
+1,042
| +4% | +$50.5K | 0.09% | 145 |
|
|
2021
Q4 | $1.2M | Buy |
24,973
+3,742
| +18% | +$180K | 0.07% | 138 |
|
|
2021
Q3 | $985K | Buy |
21,231
+816
| +4% | +$37.9K | 0.07% | 146 |
|
|
2021
Q2 | $925K | Buy |
20,415
+4,815
| +31% | +$218K | 0.07% | 155 |
|
|
2021
Q1 | $610K | Buy |
15,600
+3,028
| +24% | +$118K | 0.05% | 179 |
|
|
2020
Q4 | $379K | Buy |
12,572
+356
| +3% | +$10.7K | 0.04% | 211 |
|
|
2020
Q3 | $287K | Sell |
12,216
-3,430
| -22% | -$80.6K | 0.03% | 216 |
|
|
2020
Q2 | $401K | Buy |
15,646
+4,805
| +44% | +$123K | 0.05% | 138 |
|
|
2020
Q1 | $311K | Sell |
10,841
-3,221
| -23% | -$92.4K | 0.05% | 100 |
|
|
2019
Q4 | $757K | Buy |
14,062
+126
| +0.9% | +$6.78K | 0.11% | 66 |
|
|
2019
Q3 | $703K | Buy |
13,936
+819
| +6% | +$41.3K | 0.11% | 62 |
|
|
2019
Q2 | $621K | Sell |
13,117
-879
| -6% | -$41.6K | 0.11% | 63 |
|
|
2019
Q1 | $676K | Buy |
13,996
+847
| +6% | +$40.9K | 0.12% | 60 |
|
|
2018
Q4 | $606K | Sell |
13,149
-321
| -2% | -$14.8K | 0.14% | 57 |
|
|
2018
Q3 | $708K | Sell |
13,470
-3,964
| -23% | -$208K | 0.18% | 47 |
|
|
2018
Q2 | $967K | Sell |
17,434
-1,139
| -6% | -$63.2K | 0.26% | 34 |
|
|
2018
Q1 | $973K | Sell |
18,573
-641
| -3% | -$33.6K | 0.28% | 31 |
|
|
2017
Q4 | $1.17M | Buy |
+19,214
| New | +$1.17M | 0.35% | 36 |
|