WBI Investments’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
$240K Buy
2020
Q3
Sell
2020
Q2
$348K Buy
2020
Q1
$327K Sell
2019
Q4
$699K Sell
2019
Q3
$849K Buy
2018
Q1
Sell
2017
Q4
$3.41M Buy