Intrua Financial’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
$550K Sell
2025
Q2
$526K Buy
2025
Q1
$441K Sell
2024
Q4
$499K Sell
2024
Q3
$641K Sell
2024
Q2
$1.01M Buy
2024
Q1
$814K Sell
2023
Q4
$867K Buy
2023
Q3
$680K Sell
2023
Q2
$743K Buy
2023
Q1
$404K Buy
2022
Q4
$418K Sell
2022
Q3
$476K Buy
2022
Q2
$433K Sell
2022
Q1
$541K Buy
2021
Q4
$473K Sell
2021
Q3
$501K Buy