RKL Wealth Management’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 | $643K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $257K | Buy |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $267K | Buy |
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|
2017
Q4 | $300K | Sell |
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|
2017
Q3 | $413K | Buy |
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|
2017
Q2 | $299K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.06M | Sell |
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|
2016
Q1 | $5.2M | Buy |
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|
2015
Q4 | $56.4K | Buy |
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|
2015
Q3 | $4.95M | Buy |
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|
2015
Q2 | $5.24M | Buy |
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|
2015
Q1 | $4.71M | Buy |
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|
2014
Q4 | $4.36M | Buy |
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|
2014
Q3 | $3.9M | Buy |
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|
2014
Q2 | $3.72M | Buy |
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