RDFA
Ritter Daniher Financial Advisory’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
12,749
+12,605
| +8,753% | +$1.01M | 0.25% | 36 |
|
|
2025
Q1 | $10.3K | Hold |
144
| – | – | ﹤0.01% | 245 |
|
|
2024
Q4 | $10.1K | Sell |
144
-16
| -10% | -$1.12K | ﹤0.01% | 238 |
|
|
2024
Q3 | $9.04K | Hold |
160
| – | – | ﹤0.01% | 242 |
|
|
2024
Q2 | $9.5K | Hold |
160
| – | – | ﹤0.01% | 232 |
|
|
2024
Q1 | $9.27K | Hold |
160
| – | – | ﹤0.01% | 223 |
|
|
2023
Q4 | $7.88K | Hold |
160
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $6.54K | Hold |
160
| – | – | ﹤0.01% | 255 |
|
|
2023
Q2 | $6.83K | Hold |
160
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $5.98K | Buy |
+160
| New | +$5.98K | ﹤0.01% | 228 |
|