Wells Fargo’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
24,530
+4,411
| +22% | +$59.5K | ﹤0.01% | 4061 |
|
|
2025
Q1 | $174K | Buy |
20,119
+8,911
| +80% | +$77.2K | ﹤0.01% | 4359 |
|
|
2024
Q4 | $54.5K | Buy |
11,208
+2,797
| +33% | +$13.6K | ﹤0.01% | 4964 |
|
|
2024
Q3 | $64.9K | Sell |
8,411
-213
| -2% | -$1.64K | ﹤0.01% | 4851 |
|
|
2024
Q2 | $86.2K | Buy |
8,624
+837
| +11% | +$8.37K | ﹤0.01% | 4656 |
|
|
2024
Q1 | $94.6K | Buy |
7,787
+583
| +8% | +$7.08K | ﹤0.01% | 4553 |
|
|
2023
Q4 | $103K | Buy |
7,204
+873
| +14% | +$12.5K | ﹤0.01% | 4475 |
|
|
2023
Q3 | $49.3K | Sell |
6,331
-3,615
| -36% | -$28.1K | ﹤0.01% | 4834 |
|
|
2023
Q2 | $142K | Buy |
9,946
+3,714
| +60% | +$53.1K | ﹤0.01% | 4536 |
|
|
2023
Q1 | $91.2K | Buy |
6,232
+988
| +19% | +$14.5K | ﹤0.01% | 4573 |
|
|
2022
Q4 | $88.1K | Sell |
5,244
-1,417
| -21% | -$23.8K | ﹤0.01% | 4303 |
|
|
2022
Q3 | $99K | Buy |
6,661
+1,919
| +40% | +$28.5K | ﹤0.01% | 4314 |
|
|
2022
Q2 | $130K | Sell |
4,742
-22,168
| -82% | -$608K | ﹤0.01% | 4238 |
|
|
2022
Q1 | $1.02M | Sell |
26,910
-10,248
| -28% | -$387K | ﹤0.01% | 3646 |
|
|
2021
Q4 | $2.31M | Buy |
37,158
+5,742
| +18% | +$357K | ﹤0.01% | 3155 |
|
|
2021
Q3 | $2.69M | Sell |
31,416
-7,821
| -20% | -$669K | ﹤0.01% | 3249 |
|
|
2021
Q2 | $2.43M | Sell |
39,237
-1,300
| -3% | -$80.5K | ﹤0.01% | 3347 |
|
|
2021
Q1 | $1.98M | Buy |
40,537
+9,276
| +30% | +$452K | ﹤0.01% | 3498 |
|
|
2020
Q4 | $974K | Sell |
31,261
-2,065
| -6% | -$64.3K | ﹤0.01% | 3990 |
|
|
2020
Q3 | $695K | Sell |
33,326
-4,917
| -13% | -$103K | ﹤0.01% | 4019 |
|
|
2020
Q2 | $498K | Buy |
38,243
+5,177
| +16% | +$67.4K | ﹤0.01% | 4211 |
|
|
2020
Q1 | $299K | Buy |
33,066
+7,934
| +32% | +$71.7K | ﹤0.01% | 4271 |
|
|
2019
Q4 | $258K | Buy |
25,132
+2,714
| +12% | +$27.9K | ﹤0.01% | 4667 |
|
|
2019
Q3 | $323K | Buy |
22,418
+8,856
| +65% | +$128K | ﹤0.01% | 4529 |
|
|
2019
Q2 | $219K | Buy |
13,562
+1,180
| +10% | +$19.1K | ﹤0.01% | 4754 |
|
|
2019
Q1 | $157K | Buy |
12,382
+1,898
| +18% | +$24.1K | ﹤0.01% | 4864 |
|
|
2018
Q4 | $115K | Buy |
10,484
+7,484
| +249% | +$82.1K | ﹤0.01% | 4993 |
|
|
2018
Q3 | $54K | Buy |
+3,000
| New | +$54K | ﹤0.01% | 5287 |
|