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Aletheian Wealth Advisors’s Wells Fargo WFC Stock Holding History

Aletheian Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$266K Buy
3,316
+41
+1% +$3.29K 0.13% 77
2025
Q1 		$235K Sell
3,275
-32
-1% -$2.3K 0.13% 81
2024
Q4 		$232K Buy
+3,307
New +$232K 0.14% 72