Strategic Wealth Investment Group’s Wells Fargo WFC Stock Holding History

Strategic Wealth Investment Group’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$317K	Buy
2025 Q1	–	Sell
2024 Q4	$268K	Sell
2024 Q3	$217K	Buy
2024 Q2	$236K	Buy
2023 Q4	$284K	Buy
2023 Q3	$234K	Sell
2023 Q2	$299K	Buy
2023 Q1	$230K	Buy