Regent Peak Wealth Advisors’s Wells Fargo WFC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$459K	Buy
2025 Q1	$395K	Buy
2024 Q4	$379K	Buy
2024 Q3	$299K	Buy
2024 Q2	$307K	Buy
2024 Q1	$284K	Buy
2023 Q4	$239K	Buy
2021 Q1	–	Sell
2020 Q4	$65K	Buy
2020 Q1	–	Sell
2019 Q4	$392K	Buy