GFA
Gallagher Fiduciary Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
12,638
-558
| -4% | -$44.7K | 0.04% | 74 |
|
|
2025
Q1 | $947K | Sell |
13,196
-24
| -0.2% | -$1.72K | 0.03% | 91 |
|
|
2024
Q4 | $929K | Sell |
13,220
-10
| -0.1% | -$702 | 0.18% | 64 |
|
|
2024
Q3 | $747K | Sell |
13,230
-1,457
| -10% | -$82.3K | 0.15% | 76 |
|
|
2024
Q2 | $872K | Sell |
14,687
-931
| -6% | -$55.3K | 0.2% | 58 |
|
|
2024
Q1 | $905K | Sell |
15,618
-1,494
| -9% | -$86.6K | 0.03% | 61 |
|
|
2023
Q4 | $842K | Sell |
17,112
-1,151
| -6% | -$56.7K | 0.03% | 62 |
|
|
2023
Q3 | $746K | Sell |
18,263
-2,869
| -14% | -$117K | 0.07% | 61 |
|
|
2023
Q2 | $902K | Buy |
21,132
+162
| +0.8% | +$6.92K | 0.07% | 65 |
|
|
2023
Q1 | $784K | Buy |
+20,970
| New | +$784K | 0.06% | 87 |
|