Romano Brothers & Co’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 | $337K | Hold |
4,203
| – | – | 0.04% | 260 |
|
2025
Q1 | $302K | Hold |
4,203
| – | – | 0.04% | 267 |
|
2024
Q4 | $295K | Sell |
4,203
-100
| -2% | -$7.02K | 0.04% | 264 |
|
2024
Q3 | $243K | Buy |
4,303
+50
| +1% | +$2.82K | 0.03% | 283 |
|
2024
Q2 | $253K | Sell |
4,253
-100
| -2% | -$5.94K | 0.04% | 274 |
|
2024
Q1 | $252K | Hold |
4,353
| – | – | 0.03% | 276 |
|
2023
Q4 | $214K | Buy |
+4,353
| New | +$214K | 0.03% | 290 |
|
2023
Q1 | – | Sell |
-4,384
| Closed | -$181K | – | 983 |
|
2022
Q4 | $181K | Buy |
+4,384
| New | +$181K | 0.03% | 311 |
|