LGT Financial Advisors’s Wells Fargo WFC Stock Holding History

LGT Financial Advisors’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.97K	Hold
2025 Q2	$8.57K	Buy
2024 Q3	–	Sell
2024 Q2	$14.7K	Sell
2024 Q1	$610K	Hold
2023 Q4	$518K	Hold
2023 Q3	$430K	Sell
2023 Q2	$462K	Hold
2023 Q1	$405K	Hold
2022 Q4	$447K	Buy