Alera Investment Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$457K Buy
2024
Q2
$412K Buy
2019
Q2
Sell
2019
Q1
$126K Buy
2018
Q4
$116K Buy