B.O.S.S. Retirement 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
Q2
$575K Buy
2025
Q1
$445K Sell
2024
Q4
$3.22M Buy
2024
Q3
$452K Buy
2024
Q1
Sell
2023
Q4
$1.59M Sell
2023
Q3
$1.35M Sell
2023
Q2
$1.41M Sell
2023
Q1
$2.98M Buy
2022
Q4
$3.23M Buy