Strategic Investment Advisors’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
Q2 | $783K | Sell |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $878K | Sell |
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|
2024
Q3 | $781K | Sell |
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|
2024
Q2 | $848K | Sell |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $707K | Buy |
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|
2022
Q3 | $683K | Buy |
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