Gallagher Fiduciary 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
$1.01M Sell
2025
Q1
$947K Sell
2024
Q4
$929K Sell
2024
Q3
$747K Sell
2024
Q2
$872K Sell
2024
Q1
$905K Sell
2023
Q4
$842K Sell
2023
Q3
$746K Sell
2023
Q2
$902K Buy
2023
Q1
$784K Buy