Strategic Planning Group’s Wells Fargo WFC Stock Holding History

Strategic Planning Group’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 Q3	$5.2M	Buy
2025 Q2	$2M	Buy
2025 Q1	$218K	Buy
2024 Q4	$203K	Buy
2024 Q2	–	Sell
2024 Q1	$1.62M	Buy
2023 Q4	$1.26M	Buy