Concentrum Wealth Management's ownership history for WFC

Concentrum Wealth Management currently holds 4.6K shares with a market value of $384.1K. It started holding WFC on 2024-09-30. At its peak, it held 4.6K shares on 2025-09-30. Its highest holding value was $384.1K on 2025-09-30. At its lowest, it held 4.1K shares on 2024-09-30, with a value of $233.3K on 2024-09-30. In the recent 180 days, Concentrum Wealth Management has increased its shares by 21. In the recent year, Concentrum Wealth Management has increased its shares by 451.