RWA Wealth Partners’s Wells Fargo WFC Stock Holding History

RWA Wealth Partners’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Buy	25,431 +6,869	+37%	+$550K	0.03%	245
2025 Q1	$1.33M	Sell	18,562 -729	-4%	-$52.3K	0.02%	281
2024 Q4	$1.35M	Buy	19,291 +1,427	+8%	+$100K	0.02%	285
2024 Q3	$1.01M	Sell	17,864 -611	-3%	-$34.5K	0.01%	323
2024 Q2	$1.1M	Buy	18,475 +46	+0.2%	+$2.73K	0.01%	289
2024 Q1	$1.07M	Sell	18,429 -305,589	-94%	-$17.7M	0.01%	295
2023 Q4	$15.9M	Buy	324,018 +316,406	+4,157%	+$15.6M	0.23%	72
2023 Q3	$311K	Buy	+7,612	New	+$311K	0.01%	319
2023 Q2	–	Sell	-7,039	Closed	-$263K	–	355
2023 Q1	$263K	Buy	7,039 +1,001	+17%	+$37.4K	0.01%	224
2022 Q4	$258K	Sell	6,038 -1,164	-16%	-$49.8K	0.01%	231
2022 Q3	$290K	Buy	7,202 +1	+0%	+$40	0.02%	202
2022 Q2	$282K	Buy	7,201 +1,181	+20%	+$46.2K	0.02%	200
2022 Q1	$292K	Sell	6,020 -1,851	-24%	-$89.8K	0.02%	211
2021 Q4	$378K	Buy	7,871 +74	+0.9%	+$3.55K	0.03%	192
2021 Q3	$362K	Hold	7,797	–	–	0.03%	191
2021 Q2	$353K	Hold	7,797	–	–	0.03%	190
2021 Q1	$305K	Buy	7,797 +1	+0%	+$39	0.02%	196
2020 Q4	$235K	Buy	+7,796	New	+$235K	0.02%	213
2020 Q3	–	Sell	-9,978	Closed	-$255K	–	234
2020 Q2	$255K	Buy	9,978 +79	+0.8%	+$2.02K	0.03%	187
2020 Q1	$284K	Sell	9,899 -4,110	-29%	-$118K	0.04%	167
2019 Q4	$754K	Buy	14,009 +1,216	+10%	+$65.4K	0.07%	137
2019 Q3	$645K	Sell	12,793 -56,102	-81%	-$2.83M	0.07%	146
2019 Q2	$3.26M	Sell	68,895 -8,154	-11%	-$386K	0.35%	68
2019 Q1	$3.72M	Buy	77,049 +799	+1%	+$38.6K	0.43%	58
2018 Q4	$3.51M	Buy	76,250 +2,850	+4%	+$131K	0.46%	57
2018 Q3	$3.86M	Buy	73,400 +1,057	+1%	+$55.6K	0.43%	51
2018 Q2	$4.01M	Buy	72,343 +1,114	+2%	+$61.8K	0.45%	53
2018 Q1	$3.73M	Sell	71,229 -35,918	-34%	-$1.88M	0.48%	48
2017 Q4	$6.5M	Sell	107,147 -4,510	-4%	-$274K	0.73%	34
2017 Q3	$6.16M	Buy	111,657 +8,596	+8%	+$474K	0.69%	37
2017 Q2	$5.71M	Buy	103,061 +2,674	+3%	+$148K	0.7%	38
2017 Q1	$5.59M	Buy	+100,387	New	+$5.59M	0.73%	40