Sweeney & Michel’s Wells Fargo WFC Stock Holding History

Sweeney & Michel’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 Q2	$1.83M	Sell
2025 Q1	$1.41M	Buy
2024 Q3	$1.56M	Buy
2024 Q2	$1.33M	Buy
2024 Q1	$1.37M	Buy
2023 Q3	$905K	Buy
2023 Q2	$980K	Hold
2023 Q1	$909K	Buy