St. Louis Financial Planners Asset Management’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
$2.79M Buy
2025
Q1
Sell
2024
Q4
$1.86M Buy
2024
Q3
Sell
2024
Q2
$1.95M Sell
2024
Q1
$2.26M Sell
2023
Q4
$2.25M Buy
2023
Q2
Sell
2023
Q1
$1.48M Buy
2022
Q4
$1.36M Buy