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1858 Wealth Management’s Wells Fargo WFC Stock Holding History

1858 Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,963
Closed -$244K – 146
2024
Q1 		$244K Hold
4,963
– – 0.23% 96
2023
Q4 		$244K Buy
+4,963
New +$244K 0.23% 96