Portside Wealth Group, LLC's ownership history for WFC

Portside Wealth Group, LLC currently holds 54.0K shares with a market value of $5.0M. It started holding WFC on 2024-09-30. At its peak, it held 57.1K shares on 2024-09-30. Its highest holding value was $5.0M on 2025-12-31. At its lowest, it held 52.9K shares on 2025-06-30, with a value of $3.2M on 2024-12-31. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 1.1K. In the recent year, Portside Wealth Group, LLC has decreased its shares by 2.1K.