United Asset Strategies, Inc.'s ownership history for WFC

United Asset Strategies, Inc. currently holds 38.5K shares with a market value of $3.1M. It started holding WFC on 2024-09-30. At its peak, it held 40.0K shares on 2024-09-30. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 37.7K shares on 2025-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, United Asset Strategies, Inc. has increased its shares by 810. In the recent year, United Asset Strategies, Inc. has decreased its shares by 257.