Knollwood Investment Advisory’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
Sell
2025
Q3
$1.21M Sell
2025
Q2
$1.17M Hold
2025
Q1
$1.05M Hold
2024
Q4
$1.02M Hold
2024
Q3
$824K Hold
2024
Q2
$866K Buy