Concord Wealth Partners's ownership history for WFC

Concord Wealth Partners currently holds 16.9K shares with a market value of $1.3M. It started holding WFC on 2024-09-30. At its peak, it held 16.9K shares on 2026-03-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 7.6K shares on 2024-12-31, with a value of $474.8K on 2024-09-30. In the recent 180 days, Concord Wealth Partners has increased its shares by 938. In the recent year, Concord Wealth Partners has increased its shares by 4.0K.