Wagner Wealth Management’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
6,948
+527
| +8% | +$69.3K | 0.21% | 56 |
|
|
2025
Q1 | $724K | Buy |
6,421
+137
| +2% | +$15.4K | 0.18% | 60 |
|
|
2024
Q4 | $757K | Buy |
6,284
+521
| +9% | +$62.8K | 0.2% | 55 |
|
|
2024
Q3 | $719K | Buy |
5,763
+42
| +0.7% | +$5.24K | 0.19% | 57 |
|
|
2024
Q2 | $609K | Buy |
5,721
+842
| +17% | +$89.6K | 0.18% | 65 |
|
|
2024
Q1 | $492K | Buy |
4,879
+440
| +10% | +$44.4K | 0.15% | 75 |
|
|
2023
Q4 | $449K | Buy |
4,439
+20
| +0.5% | +$2.02K | 0.15% | 80 |
|
|
2023
Q3 | $386K | Buy |
4,419
+427
| +11% | +$37.3K | 0.14% | 82 |
|
|
2023
Q2 | $381K | Buy |
3,992
+8
| +0.2% | +$764 | 0.15% | 81 |
|
|
2023
Q1 | $381K | Buy |
3,984
+157
| +4% | +$15K | 0.17% | 84 |
|
|
2022
Q4 | $360K | Buy |
3,827
+1,817
| +90% | +$171K | 0.22% | 79 |
|
|
2022
Q3 | $181K | Buy |
2,010
+1,017
| +102% | +$91.6K | 0.13% | 105 |
|
|
2022
Q2 | $96K | Buy |
+993
| New | +$96K | 0.08% | 151 |
|
|
2022
Q1 | – | Sell |
-582
| Closed | -$62K | – | 574 |
|
|
2021
Q4 | $62K | Hold |
582
| – | – | 0.05% | 227 |
|
|
2021
Q3 | $61K | Buy |
+582
| New | +$61K | 0.05% | 218 |
|