Heritage Wealth Management (Arizona)’s Wells Fargo WFC Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$762K	Buy
2024 Q1	$743K	Buy
2023 Q4	$630K	Buy
2022 Q4	$1.11M	Buy
2022 Q3	$579K	Buy
2022 Q2	$554K	Buy
2022 Q1	$685K	Buy
2021 Q3	$585K	Sell
2021 Q2	$579K	Buy