SilverOak Wealth Management’s Wells Fargo WFC Stock Holding History

SilverOak Wealth Management’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	$713K	Buy
2025 Q1	$618K	Hold
2024 Q4	$605K	Buy
2024 Q3	$485K	Sell
2024 Q2	$529K	Sell
2024 Q1	$562K	Hold
2023 Q4	$477K	Buy