Forum Financial Management, LP's ownership history for WFC

Forum Financial Management, LP currently holds 59.5K shares with a market value of $5.0M. It started holding WFC on 2024-09-30. At its peak, it held 59.5K shares on 2025-09-30. Its highest holding value was $5.0M on 2025-09-30. At its lowest, it held 48.8K shares on 2024-09-30, with a value of $2.8M on 2024-09-30. In the recent 180 days, Forum Financial Management, LP has increased its shares by 3.4K. In the recent year, Forum Financial Management, LP has increased its shares by 10.7K.