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Advyzon Investment Management’s Wells Fargo WFC Stock Holding History

Advyzon Investment Management’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$850K Buy
10,606
+3,967
+60% +$318K 0.19% 110
2025
Q1 		$477K Sell
6,639
-902
-12% -$64.8K 0.17% 115
2024
Q4 		$530K Buy
+7,541
New +$530K 0.2% 97