Back to WFC-PZ
United Wealth Management, LLC → WFC-PZ
United Wealth Management, LLC WFC-PZ Position History
WFC-PZ
Quarters held
5
Latest value
$306K
Q3 2026
Peak value
$356K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $320K |
| Q4 2025 | $356K |
| Q1 2026 | $304K |
| Q2 2026 | $316K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 3.8K | — | — |
| Q2 2026 | $316K | 3.8K | — | — |
| Q1 2026 | $304K | 3.8K | — | — |
| Q4 2025 | $356K | 3.8K | — | — |
| Q3 2025 | $320K | 3.8K | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.7B
$6.2B
$5.9B