KWB Wealth's ownership history for WFC

KWB Wealth currently holds 5.2K shares with a market value of $484.5K. It started holding WFC on 2024-09-30. At its peak, it held 8.7K shares on 2025-12-31. Its highest holding value was $809.6K on 2025-12-31. At its lowest, it held 5.2K shares on 2026-03-31, with a value of $397.8K on 2025-06-30. In the recent 180 days, KWB Wealth has decreased its shares by 354. In the recent year, KWB Wealth has decreased its shares by 537.