Sunburst Financial 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
$242K Sell
2025
Q2
$247K Hold
2025
Q1
$222K Sell
2024
Q4
$228K Buy
2024
Q3
Sell
2024
Q2
$208K Buy
2020
Q1
Sell
2019
Q4
$279K Buy