Synergy Asset Management, LLC's ownership history for WFC

Synergy Asset Management, LLC currently holds 64.3K shares with a market value of $5.1M. It started holding WFC on 2024-09-30. At its peak, it held 128.0K shares on 2025-09-30. Its highest holding value was $10.7M on 2025-09-30. At its lowest, it held 15.5K shares on 2025-03-31, with a value of $1.1M on 2025-03-31. In the recent 180 days, Synergy Asset Management, LLC has decreased its shares by 63.7K. In the recent year, Synergy Asset Management, LLC has increased its shares by 39.6K.