Concord Asset Management (Virginia)’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
$1.27M Buy
2025
Q2
$1.12M Buy
2025
Q1
$867K Buy
2024
Q4
$472K Buy
2024
Q3
$293K Buy
2024
Q2
$296K Buy
2024
Q1
$251K Buy
2023
Q4
$213K Buy