RKL Wealth Management’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 | $643K | Sell |
8,019
-166
| -2% | -$13.3K | 0.06% | 115 |
|
|
2025
Q1 | $588K | Buy |
8,185
+5,113
| +166% | +$367K | 0.06% | 113 |
|
|
2024
Q4 | $216K | Buy |
+3,072
| New | +$216K | 0.02% | 167 |
|
|
2024
Q3 | – | Sell |
-3,510
| Closed | -$208K | – | 165 |
|
|
2024
Q2 | $208K | Sell |
3,510
-33
| -0.9% | -$1.96K | 0.02% | 143 |
|
|
2024
Q1 | $205K | Buy |
+3,543
| New | +$205K | 0.02% | 155 |
|
|
2018
Q4 | – | Sell |
-4,891
| Closed | -$257K | – | 127 |
|
|
2018
Q3 | $257K | Buy |
4,891
+37
| +0.8% | +$1.94K | 0.05% | 120 |
|
|
2018
Q2 | $272K | Sell |
4,854
-246
| -5% | -$13.8K | 0.06% | 120 |
|
|
2018
Q1 | $267K | Buy |
5,100
+144
| +3% | +$7.54K | 0.06% | 123 |
|
|
2017
Q4 | $300K | Sell |
4,956
-4,571
| -48% | -$277K | 0.07% | 120 |
|
|
2017
Q3 | $413K | Buy |
9,527
+4,180
| +78% | +$181K | 0.12% | 110 |
|
|
2017
Q2 | $299K | Buy |
+5,347
| New | +$299K | 0.09% | 121 |
|
|
2016
Q3 | – | Sell |
-22,123
| Closed | -$1.06M | – | 77 |
|
|
2016
Q2 | $1.06M | Sell |
22,123
-85,382
| -79% | -$4.09M | 0.55% | 40 |
|
|
2016
Q1 | $5.2M | Buy |
107,505
+3,862
| +4% | +$187K | 2.99% | 19 |
|
|
2015
Q4 | $56.4K | Buy |
103,643
+7,226
| +7% | +$3.93K | 26.17% | 1 |
|
|
2015
Q3 | $4.95M | Buy |
96,417
+3,185
| +3% | +$164K | 3.12% | 16 |
|
|
2015
Q2 | $5.24M | Buy |
93,232
+6,677
| +8% | +$375K | 3.14% | 15 |
|
|
2015
Q1 | $4.71M | Buy |
86,555
+7,076
| +9% | +$385K | 2.85% | 16 |
|
|
2014
Q4 | $4.36M | Buy |
79,479
+4,378
| +6% | +$240K | 2.84% | 17 |
|
|
2014
Q3 | $3.9M | Buy |
75,101
+4,276
| +6% | +$222K | 2.72% | 17 |
|
|
2014
Q2 | $3.72M | Buy |
+70,825
| New | +$3.72M | 2.73% | 18 |
|