River Wealth 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
Q2 | $911K | Sell |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $665K | Hold |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $269K | Sell |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $447K | Buy |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | $378K | Hold |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $413K | Hold |
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|
2018
Q2 | $436K | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.34M | Buy |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.26M | Sell |
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|
2017
Q1 | $1.33M | Sell |
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|
2016
Q4 | $1.37M | Sell |
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|
2016
Q3 | $1.14M | Sell |
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|
2016
Q2 | $1.31M | Buy |
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|
2016
Q1 | $1.26M | Buy |
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|
2015
Q4 | $1.37M | Buy |
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|
2015
Q3 | $1.28M | Sell |
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|
2015
Q2 | $1.42M | Sell |
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|
2015
Q1 | $1.43M | Buy |
|