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
Q4 | $868K | Buy |
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|
2025
Q3 | $777K | Buy |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
|