Strategic Financial Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
3,394
+1
+0% +$80 0.01% 124
2025
Q1
$244K Buy
3,393
+332
+11% +$23.8K 0.01% 122
2024
Q4
$215K Buy
+3,061
New +$215K 0.01% 128