Guardian Wealth Advisors (North Carolina)’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
$626K Buy
2025
Q1
$531K Buy
2024
Q4
$515K Sell
2024
Q3
$420K Buy
2024
Q2
$434K Sell
2024
Q1
$424K Buy
2023
Q4
$316K Buy
2023
Q3
$229K Buy
2023
Q1
Sell
2022
Q4
$209K Buy