Royal Capital 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 | $1.05M | Buy |
13,094
+21
| +0.2% | +$1.68K | 0.7% | 32 |
|
|
2025
Q1 | $939K | Buy |
13,073
+374
| +3% | +$26.9K | 0.66% | 32 |
|
|
2024
Q4 | $892K | Buy |
12,699
+3,348
| +36% | +$235K | 0.63% | 31 |
|
|
2024
Q3 | $528K | Sell |
9,351
-336
| -3% | -$19K | 0.37% | 46 |
|
|
2024
Q2 | $575K | Buy |
9,687
+12
| +0.1% | +$713 | 0.43% | 41 |
|
|
2024
Q1 | $561K | Buy |
9,675
+13
| +0.1% | +$753 | 0.44% | 40 |
|
|
2023
Q4 | $476K | Buy |
9,662
+16
| +0.2% | +$787 | 0.41% | 50 |
|
|
2023
Q3 | $394K | Sell |
9,646
-265
| -3% | -$10.8K | 0.38% | 51 |
|
|
2023
Q2 | $423K | Buy |
9,911
+14
| +0.1% | +$598 | 0.4% | 48 |
|
|
2023
Q1 | $370K | Buy |
9,897
+264
| +3% | +$9.87K | 0.37% | 56 |
|
|
2022
Q4 | $398K | Buy |
9,633
+13
| +0.1% | +$537 | 0.42% | 52 |
|
|
2022
Q3 | $387K | Buy |
9,620
+13
| +0.1% | +$523 | 0.45% | 49 |
|
|
2022
Q2 | $376K | Sell |
9,607
-189
| -2% | -$7.4K | 0.41% | 58 |
|
|
2022
Q1 | $475K | Buy |
9,796
+10
| +0.1% | +$485 | 0.46% | 51 |
|
|
2021
Q4 | $470K | Buy |
+9,786
| New | +$470K | 0.46% | 53 |
|