Hummer Financial Advisory Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Hold
3,126
0.19% 96
2025
Q1
$224K Hold
3,126
0.18% 99
2024
Q4
$220K Buy
+3,126
New +$220K 0.17% 103
2020
Q1
Sell
-4,104
Closed -$221K 107
2019
Q4
$221K Buy
+4,104
New +$221K 0.24% 96