Annis Gardner Whiting Capital 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
2025
Q3
$2.38M Buy
2025
Q2
$1.13M Buy
2025
Q1
$991K Sell
2024
Q4
$2.59M Sell
2024
Q3
$2.15M Buy
2024
Q2
$2.12M Buy
2024
Q1
$1.35M Buy
2023
Q4
$999K Buy
2023
Q3
$740K Buy