Builder Investment Group’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
$272K Hold
2025
Q2
$260K Hold
2025
Q1
$233K Hold
2024
Q4
$228K Sell
2024
Q3
$240K Sell
2024
Q2
$252K Buy
2024
Q1
$246K Sell
2023
Q4
$210K Buy