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SGL Investment Advisors’s Wells Fargo WFC Stock Holding History

SGL Investment Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$738K Buy
9,044
+4,921
+119% +$402K 0.35% 58
2025
Q1 		$302K Buy
4,123
+562
+16% +$41.2K 0.16% 91
2024
Q4 		$282K Sell
3,561
-25
-0.7% -$1.98K 0.14% 88
2024
Q3 		$261K Buy
+3,586
New +$261K 0.13% 89