Robertson Stephens 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 | $3.55M | Sell |
44,354
-5,039
| -10% | -$404K | 0.11% | 130 |
|
|
2025
Q1 | $3.55M | Sell |
49,393
-2,412
| -5% | -$173K | 0.12% | 134 |
|
|
2024
Q4 | $3.64M | Sell |
51,805
-3,020
| -6% | -$212K | 0.13% | 141 |
|
|
2024
Q3 | $3.1M | Sell |
54,825
-3,463
| -6% | -$196K | 0.11% | 154 |
|
|
2024
Q2 | $3.46M | Buy |
58,288
+988
| +2% | +$58.7K | 0.17% | 106 |
|
|
2024
Q1 | $3.32M | Buy |
57,300
+8,240
| +17% | +$478K | 0.18% | 102 |
|
|
2023
Q4 | $2.41M | Buy |
49,060
+1,353
| +3% | +$66.6K | 0.15% | 125 |
|
|
2023
Q3 | $1.95M | Sell |
47,707
-1,814
| -4% | -$74.1K | 0.13% | 142 |
|
|
2023
Q2 | $2.11M | Buy |
49,521
+270
| +0.5% | +$11.5K | 0.15% | 124 |
|
|
2023
Q1 | $1.84M | Buy |
49,251
+4,559
| +10% | +$170K | 0.14% | 132 |
|
|
2022
Q4 | $1.85M | Sell |
44,692
-964
| -2% | -$39.8K | 0.18% | 113 |
|
|
2022
Q3 | $1.84M | Sell |
45,656
-16,954
| -27% | -$682K | 0.19% | 96 |
|
|
2022
Q2 | $2.45M | Buy |
62,610
+2,313
| +4% | +$90.6K | 0.23% | 89 |
|
|
2022
Q1 | $2.92M | Buy |
60,297
+29,289
| +94% | +$1.42M | 0.25% | 81 |
|
|
2021
Q4 | $1.49M | Buy |
+31,008
| New | +$1.49M | 0.13% | 139 |
|
|
2021
Q1 | – | Sell |
-21,222
| Closed | -$640K | – | 300 |
|
|
2020
Q4 | $640K | Hold |
21,222
| – | – | 0.13% | 122 |
|
|
2020
Q3 | $498K | Buy |
+21,222
| New | +$498K | 0.12% | 134 |
|
|
2020
Q2 | – | Sell |
-10,490
| Closed | -$301K | – | 218 |
|
|
2020
Q1 | $301K | Hold |
10,490
| – | – | 0.1% | 138 |
|
|
2019
Q4 | $564K | Sell |
10,490
-1,200
| -10% | -$64.5K | 0.28% | 58 |
|
|
2019
Q3 | $590K | Buy |
+11,690
| New | +$590K | 0.3% | 66 |
|