Fortis Group 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
$49.7K Hold
2025
Q1
$44.5K Hold
2024
Q4
$43.5K Hold
2024
Q3
$35K Hold
2024
Q2
$36.8K Sell
2024
Q1
$283K Buy
2023
Q4
$61K Buy
2023
Q3
$25.3K Buy
2020
Q3
$14K Buy