RFM
Royal Fund Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
31,634
-250
| -0.8% | -$20K | 0.25% | 115 |
|
|
2025
Q1 | $2.29M | Sell |
31,884
-31,752
| -50% | -$2.28M | 0.25% | 114 |
|
|
2024
Q4 | $4.47M | Buy |
63,636
+44,472
| +232% | +$3.12M | 0.42% | 68 |
|
|
2024
Q3 | $1.08M | Buy |
19,164
+9,958
| +108% | +$563K | 0.06% | 186 |
|
|
2024
Q2 | $547K | Sell |
9,206
-10
| -0.1% | -$594 | 0.04% | 198 |
|
|
2024
Q1 | $534K | Buy |
9,216
+41
| +0.4% | +$2.38K | 0.05% | 202 |
|
|
2023
Q4 | $452K | Buy |
9,175
+51
| +0.6% | +$2.51K | 0.05% | 199 |
|
|
2023
Q3 | $373K | Sell |
9,124
-33
| -0.4% | -$1.35K | 0.05% | 192 |
|
|
2023
Q2 | $391K | Buy |
9,157
+137
| +2% | +$5.85K | 0.05% | 187 |
|
|
2023
Q1 | $337K | Buy |
9,020
+42
| +0.5% | +$1.57K | 0.05% | 196 |
|
|
2022
Q4 | $371K | Buy |
8,978
+42
| +0.5% | +$1.73K | 0.06% | 176 |
|
|
2022
Q3 | $359K | Buy |
8,936
+44
| +0.5% | +$1.77K | 0.07% | 154 |
|
|
2022
Q2 | $348K | Buy |
8,892
+7
| +0.1% | +$274 | 0.06% | 160 |
|
|
2022
Q1 | $430K | Buy |
8,885
+31
| +0.4% | +$1.5K | 0.06% | 152 |
|
|
2021
Q4 | $424K | Buy |
8,854
+26
| +0.3% | +$1.25K | 0.06% | 145 |
|
|
2021
Q3 | $409K | Buy |
8,828
+28
| +0.3% | +$1.3K | 0.06% | 144 |
|
|
2021
Q2 | $398K | Buy |
8,800
+163
| +2% | +$7.37K | 0.07% | 141 |
|
|
2021
Q1 | $337K | Sell |
8,637
-168
| -2% | -$6.56K | 0.06% | 145 |
|
|
2020
Q4 | $265K | Sell |
8,805
-157
| -2% | -$4.73K | 0.06% | 140 |
|
|
2020
Q3 | $210K | Sell |
8,962
-199
| -2% | -$4.66K | 0.05% | 158 |
|
|
2020
Q2 | $234K | Buy |
9,161
+572
| +7% | +$14.6K | 0.08% | 129 |
|
|
2020
Q1 | $246K | Buy |
8,589
+12
| +0.1% | +$344 | 0.1% | 118 |
|
|
2019
Q4 | $461K | Buy |
8,577
+59
| +0.7% | +$3.17K | 0.12% | 88 |
|
|
2019
Q3 | $429K | Buy |
8,518
+157
| +2% | +$7.91K | 0.12% | 88 |
|
|
2019
Q2 | $395K | Buy |
8,361
+11
| +0.1% | +$520 | 0.12% | 91 |
|
|
2019
Q1 | $403K | Sell |
8,350
-22
| -0.3% | -$1.06K | 0.13% | 83 |
|
|
2018
Q4 | $385K | Buy |
8,372
+140
| +2% | +$6.44K | 0.16% | 78 |
|
|
2018
Q3 | $432K | Sell |
8,232
-576
| -7% | -$30.2K | 0.13% | 82 |
|
|
2018
Q2 | $488K | Sell |
8,808
-281
| -3% | -$15.6K | 0.16% | 73 |
|
|
2018
Q1 | $476K | Sell |
9,089
-71
| -0.8% | -$3.72K | 0.17% | 79 |
|
|
2017
Q4 | $555K | Buy |
9,160
+2,402
| +36% | +$146K | 0.2% | 70 |
|
|
2017
Q3 | $372K | Sell |
6,758
-19
| -0.3% | -$1.05K | 0.15% | 70 |
|
|
2017
Q2 | $375K | Buy |
6,777
+379
| +6% | +$21K | 0.16% | 66 |
|
|
2017
Q1 | $356K | Buy |
6,398
+39
| +0.6% | +$2.17K | 0.17% | 62 |
|
|
2016
Q4 | $350K | Buy |
+6,359
| New | +$350K | 0.19% | 53 |
|