Geller Advisors’s Wells Fargo WFC Stock Holding History

Geller Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$235K	Buy
2024 Q3	–	Sell
2024 Q2	$205K	Buy
2023 Q2	–	Sell
2023 Q1	$212K	Buy
2020 Q1	–	Sell
2019 Q4	$211K	Buy
2014 Q4	–	Sell
2014 Q3	$368K	Buy