Sentry LLC’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
Q3 | $1.51M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.09M | Hold |
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|
2023
Q4 | $925K | Sell |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $736K | Buy |
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