NFP Retirement Inc’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
Q2
$905K Hold
2025
Q1
$811K Sell
2024
Q4
$820K Sell
2024
Q3
$661K Sell
2024
Q2
$891K Sell
2024
Q1
$929K Buy
2023
Q4
$210K Buy