Strategic Wealth Investment Group’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
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