Whalen Wealth Management Inc.'s ownership history for WFC

Whalen Wealth Management Inc. currently holds 11.3K shares with a market value of $898.9K. It started holding WFC on 2025-09-30. At its peak, it held 13.9K shares on 2025-12-31. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $486.1K on 2025-09-30. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 5.5K.