Syntax Research’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
Q2
$163K Hold
2025
Q1
$146K Hold
2024
Q4
$143K Hold
2024
Q3
$115K Hold
2024
Q2
$121K Hold
2024
Q1
$118K Hold
2023
Q4
$100K Hold
2023
Q3
$83.2K Buy