SFMG Wealth Advisors’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
$312K Buy
2023
Q4
Sell
2023
Q3
$247K Buy
2015
Q2
Sell
2015
Q1
$218K Buy