Principal Securities’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
$10.4M Buy
2025
Q1
$7.97M Hold
2024
Q4
$7.97M Buy
2024
Q3
$5.7M Buy
2024
Q2
$5.55M Buy
2024
Q1
$4.88M Buy
2023
Q4
$3.76M Buy