Brandywine Oak Private Wealth’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
$323K Hold
2025
Q2
$309K Sell
2025
Q1
$785K Buy
2023
Q3
Sell
2023
Q2
$408K Buy
2022
Q2
Sell
2022
Q1
$596K Buy
2020
Q1
Sell
2019
Q4
$202K Buy
2019
Q1
Sell
2018
Q4
$264K Buy