Secure Asset Management’s Wells Fargo WFC Stock Holding History

Secure Asset Management’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	$598K	Buy
2025 Q2	$547K	Buy
2025 Q1	$443K	Buy
2024 Q4	$356K	Buy
2024 Q3	$256K	Buy
2020 Q1	–	Sell
2019 Q4	$370K	Buy