Surevest’s Wells Fargo WFC Stock Holding History

Surevest’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
2022 Q3	$466K	Buy
2022 Q2	$452K	Hold
2022 Q1	$560K	Hold
2021 Q4	$554K	Hold
2021 Q3	$536K	Buy
2021 Q2	$518K	Hold
2021 Q1	$447K	Hold
2020 Q4	$346K	Hold
2020 Q3	$269K	Hold
2020 Q2	$293K	Buy