Royal Capital 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 | $1.05M | Buy |
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|
2025
Q1 | $939K | Buy |
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|
2024
Q4 | $892K | Buy |
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|
2024
Q3 | $528K | Sell |
|
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|
2024
Q2 | $575K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $470K | Buy |
|