Wells Fargo’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Sell |
4,580
-9,032
| -66% | -$527K | ﹤0.01% | 4697 |
|
|
2025
Q4 | $983K | Buy |
13,612
+1,455
| +12% | +$116K | ﹤0.01% | 3980 |
|
|
2025
Q3 | $1.09M | Buy |
12,157
+5,362
| +79% | +$562K | ﹤0.01% | 3755 |
|
|
2025
Q2 | $870K | Sell |
6,795
-1,289
| -16% | -$175K | ﹤0.01% | 3781 |
|
|
2025
Q1 | $1.08M | Buy |
8,084
+3,994
| +98% | +$458K | ﹤0.01% | 3606 |
|
|
2024
Q4 | $297K | Buy |
4,090
+1,101
| +37% | +$76K | ﹤0.01% | 4538 |
|
|
2024
Q3 | $113K | Sell |
2,989
-398
| -12% | -$20.6K | ﹤0.01% | 4943 |
|
|
2024
Q2 | $175K | Buy |
3,387
+2,119
| +167% | +$123K | ﹤0.01% | 4604 |
|
|
2024
Q1 | $77.5K | Buy |
1,268
+118
| +10% | +$2.78K | ﹤0.01% | 5045 |
|
|
2023
Q4 | $12.1K | Sell |
1,150
-7
| -0.6% | -$69 | ﹤0.01% | 5786 |
|
|
2023
Q3 | $11K | Sell |
1,157
-90
| -7% | -$933 | ﹤0.01% | 5784 |
|
|
2023
Q2 | $11.1K | Sell |
1,247
-1,548
| -55% | -$8.56K | ﹤0.01% | 5885 |
|
|
2023
Q1 | $12.6K | Buy |
2,795
+2,556
| +1,069% | +$12.9K | ﹤0.01% | 5782 |
|
|
2022
Q4 | $1.07K | Sell |
239
-112
| -32% | -$772 | ﹤0.01% | 6167 |
|
|
2022
Q3 | $3K | Sell |
351
-103
| -23% | -$1.61K | ﹤0.01% | 6079 |
|
|
2022
Q2 | $10K | Buy |
454
+116
| +34% | +$3.14K | ﹤0.01% | 5761 |
|
|
2022
Q1 | $12K | Buy |
338
+6
| +2% | +$216 | ﹤0.01% | 6212 |
|
|
2021
Q4 | $18K | Sell |
332
-1,165
| -78% | -$91.1K | ﹤0.01% | 6362 |
|
|
2021
Q3 | $143K | Sell |
1,497
-18,842
| -93% | -$2.34M | ﹤0.01% | 5240 |
|
|
2021
Q2 | $3.96M | Sell |
20,339
-23,620
| -54% | -$4.46M | ﹤0.01% | 3065 |
|
|
2021
Q1 | $10.1M | Sell |
43,959
-28,976
| -40% | -$8.76M | ﹤0.01% | 2188 |
|
|
2020
Q4 | $20.6M | Buy |
+72,935
| New | +$24.1M | 0.01% | 1533 |
|
Other funds holding ROOT
RMC
VCM
FCM
GP
