49 Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
4,902
+33
+0.7% +$2.64K 0.04% 103
2025
Q1
$350K Buy
4,869
+1,079
+28% +$77.5K 0.04% 124
2024
Q4
$266K Sell
3,790
-742
-16% -$52.1K 0.04% 134
2024
Q3
$256K Buy
+4,532
New +$256K 0.04% 138