River Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
11,374
-29
| -0.3% | -$2.32K | 0.11% | 121 |
|
|
2025
Q1 | $819K | Buy |
11,403
+98
| +0.9% | +$7.04K | 0.11% | 116 |
|
|
2024
Q4 | $794K | Sell |
11,305
-61
| -0.5% | -$4.29K | 0.11% | 124 |
|
|
2024
Q3 | $642K | Buy |
11,366
+164
| +1% | +$9.26K | 0.09% | 132 |
|
|
2024
Q2 | $665K | Hold |
11,202
| – | – | 0.1% | 124 |
|
|
2024
Q1 | $649K | Buy |
11,202
+109
| +1% | +$6.32K | 0.09% | 125 |
|
|
2023
Q4 | $546K | Sell |
11,093
-1,482
| -12% | -$72.9K | 0.09% | 136 |
|
|
2023
Q3 | $514K | Buy |
12,575
+12
| +0.1% | +$490 | 0.09% | 138 |
|
|
2023
Q2 | $536K | Buy |
12,563
+11
| +0.1% | +$469 | 0.09% | 143 |
|
|
2023
Q1 | $469K | Buy |
12,552
+3,695
| +42% | +$138K | 0.09% | 149 |
|
|
2022
Q4 | $366K | Sell |
8,857
-191
| -2% | -$7.89K | 0.07% | 169 |
|
|
2022
Q3 | $364K | Buy |
9,048
+211
| +2% | +$8.49K | 0.08% | 155 |
|
|
2022
Q2 | $346K | Buy |
8,837
+7
| +0.1% | +$274 | 0.06% | 172 |
|
|
2022
Q1 | $428K | Buy |
8,830
+7
| +0.1% | +$339 | 0.07% | 162 |
|
|
2021
Q4 | $423K | Buy |
8,823
+6
| +0.1% | +$288 | 0.07% | 161 |
|
|
2021
Q3 | $409K | Buy |
8,817
+6
| +0.1% | +$278 | 0.07% | 166 |
|
|
2021
Q2 | $399K | Buy |
8,811
+3
| +0% | +$136 | 0.07% | 167 |
|
|
2021
Q1 | $344K | Sell |
8,808
-96
| -1% | -$3.75K | 0.06% | 172 |
|
|
2020
Q4 | $269K | Sell |
8,904
-333
| -4% | -$10.1K | 0.06% | 183 |
|
|
2020
Q3 | $217K | Buy |
9,237
+299
| +3% | +$7.02K | 0.06% | 189 |
|
|
2020
Q2 | $229K | Buy |
8,938
+886
| +11% | +$22.7K | 0.07% | 170 |
|
|
2020
Q1 | $231K | Sell |
8,052
-252
| -3% | -$7.23K | 0.09% | 144 |
|
|
2019
Q4 | $447K | Buy |
8,304
+256
| +3% | +$13.8K | 0.15% | 123 |
|
|
2019
Q3 | $406K | Buy |
8,048
+63
| +0.8% | +$3.18K | 0.15% | 121 |
|
|
2019
Q2 | $378K | Hold |
7,985
| – | – | 0.15% | 128 |
|
|
2019
Q1 | $386K | Buy |
7,985
+125
| +2% | +$6.04K | 0.16% | 123 |
|
|
2018
Q4 | $362K | Hold |
7,860
| – | – | 0.16% | 120 |
|
|
2018
Q3 | $413K | Hold |
7,860
| – | – | 0.15% | 125 |
|
|
2018
Q2 | $436K | Sell |
7,860
-13,568
| -63% | -$753K | 0.17% | 121 |
|
|
2018
Q1 | $1.12M | Sell |
21,428
-703
| -3% | -$36.8K | 0.47% | 75 |
|
|
2017
Q4 | $1.34M | Buy |
22,131
+344
| +2% | +$20.9K | 0.56% | 67 |
|
|
2017
Q3 | $1.2M | Sell |
21,787
-1,025
| -4% | -$56.6K | 0.54% | 69 |
|
|
2017
Q2 | $1.26M | Sell |
22,812
-1,043
| -4% | -$57.8K | 0.59% | 65 |
|
|
2017
Q1 | $1.33M | Sell |
23,855
-1,040
| -4% | -$57.9K | 0.64% | 57 |
|
|
2016
Q4 | $1.37M | Sell |
24,895
-729
| -3% | -$40.2K | 0.69% | 58 |
|
|
2016
Q3 | $1.14M | Sell |
25,624
-2,095
| -8% | -$92.8K | 0.63% | 62 |
|
|
2016
Q2 | $1.31M | Buy |
27,719
+1,587
| +6% | +$75.1K | 0.75% | 48 |
|
|
2016
Q1 | $1.26M | Buy |
26,132
+991
| +4% | +$47.9K | 0.76% | 48 |
|
|
2015
Q4 | $1.37M | Buy |
25,141
+252
| +1% | +$13.7K | 0.87% | 39 |
|
|
2015
Q3 | $1.28M | Sell |
24,889
-430
| -2% | -$22.1K | 0.88% | 38 |
|
|
2015
Q2 | $1.42M | Sell |
25,319
-900
| -3% | -$50.6K | 0.91% | 38 |
|
|
2015
Q1 | $1.43M | Buy |
+26,219
| New | +$1.43M | 0.88% | 39 |
|