GoalVest Advisory’s Wells Fargo WFC Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell
2025 Q1	$1.72K	Buy
2024 Q4	$1.05K	Hold
2024 Q3	$847	Hold
2024 Q2	$891	Hold
2024 Q1	$869	Buy
2023 Q2	–	Hold
2023 Q1	–	Hold
2022 Q3	–	Sell
2022 Q2	$319K	Sell
2022 Q1	$693K	Buy