Security National Bank’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.8K | Hold |
896
| – | – | 0.01% | 193 |
|
|
2025
Q1 | $64.3K | Hold |
896
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $62.9K | Hold |
896
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $50.6K | Hold |
896
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $53.2K | Hold |
896
| – | – | 0.01% | 191 |
|
|
2024
Q1 | $51.9K | Hold |
896
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $44.1K | Buy |
+896
| New | +$44.1K | 0.01% | 204 |
|