Advisory Resource Group’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
$243K Sell
3,030
-38
-1% -$3.04K 0.05% 157
2025
Q1
$220K Sell
3,068
-160
-5% -$11.5K 0.04% 157
2024
Q4
$227K Buy
+3,228
New +$227K 0.05% 151