Strategic Investment Solutions’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
$34.1K Hold
2025
Q1
$30.6K Hold
2024
Q4
$29.9K Hold
2024
Q3
$24K Sell
2024
Q2
$19.1K Buy
2023
Q4
$21.7K Sell
2023
Q3
$1.2M Buy
2023
Q2
$17.6K Sell
2023
Q1
$27.6K Buy