Howard Financial Services’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
Q3
$238K Buy
2025
Q2
$213K Sell
2025
Q1
$205K Buy
2020
Q1
Sell
2019
Q4
$212K Buy
2019
Q2
Sell
2019
Q1
$203K Buy