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Accretive Wealth Partners’s Wells Fargo WFC Stock Holding History

Accretive Wealth Partners’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Buy
18,194
+12,764
+235% +$1.02M 0.48% 65
2025
Q1 		$399K Buy
+5,430
New +$399K 0.14% 115