Wells Fargo’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
6,795
-1,289
| -16% | -$165K | ﹤0.01% | 3441 |
|
|
2025
Q1 | $1.08M | Buy |
8,084
+3,994
| +98% | +$533K | ﹤0.01% | 3219 |
|
|
2024
Q4 | $297K | Buy |
4,090
+1,101
| +37% | +$79.9K | ﹤0.01% | 4060 |
|
|
2024
Q3 | $113K | Sell |
2,989
-398
| -12% | -$15K | ﹤0.01% | 4549 |
|
|
2024
Q2 | $175K | Buy |
3,387
+2,119
| +167% | +$109K | ﹤0.01% | 4249 |
|
|
2024
Q1 | $77.5K | Buy |
1,268
+118
| +10% | +$7.21K | ﹤0.01% | 4670 |
|
|
2023
Q4 | $12.1K | Sell |
1,150
-7
| -0.6% | -$73 | ﹤0.01% | 5349 |
|
|
2023
Q3 | $11K | Sell |
1,157
-90
| -7% | -$856 | ﹤0.01% | 5414 |
|
|
2023
Q2 | $11.1K | Sell |
1,247
-1,548
| -55% | -$13.8K | ﹤0.01% | 5580 |
|
|
2023
Q1 | $12.6K | Buy |
2,795
+2,556
| +1,069% | +$11.5K | ﹤0.01% | 5464 |
|
|
2022
Q4 | $1.07K | Sell |
239
-112
| -32% | -$503 | ﹤0.01% | 5840 |
|
|
2022
Q3 | $3K | Sell |
351
-103
| -23% | -$880 | ﹤0.01% | 5746 |
|
|
2022
Q2 | $10K | Buy |
454
+116
| +34% | +$2.56K | ﹤0.01% | 5468 |
|
|
2022
Q1 | $12K | Buy |
338
+6
| +2% | +$213 | ﹤0.01% | 5862 |
|
|
2021
Q4 | $18K | Sell |
332
-1,165
| -78% | -$63.2K | ﹤0.01% | 5849 |
|
|
2021
Q3 | $143K | Sell |
1,497
-18,842
| -93% | -$1.8M | ﹤0.01% | 4952 |
|
|
2021
Q2 | $3.96M | Sell |
20,339
-23,620
| -54% | -$4.6M | ﹤0.01% | 2941 |
|
|
2021
Q1 | $10.1M | Sell |
43,959
-28,976
| -40% | -$6.64M | ﹤0.01% | 2103 |
|
|
2020
Q4 | $20.6M | Buy |
+72,935
| New | +$20.6M | 0.01% | 1525 |
|