RMR Wealth Builders’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
Q4
$202K Buy
2021
Q2
Sell
2021
Q1
$61K Buy
2020
Q4
$30K Buy
2020
Q3
Sell
2020
Q2
$99K Buy
2019
Q4
$1.1M Buy