Sierra Summit Advisors’s Wells Fargo WFC Stock Holding History

Sierra Summit Advisors’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 Q2	$412K	Hold
2025 Q1	$370K	Sell
2024 Q4	$370K	Hold
2024 Q3	$298K	Sell
2024 Q2	$440K	Buy
2024 Q1	$402K	Sell
2023 Q4	$597K	Buy