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Alteri Wealth’s Wells Fargo WFC Stock Holding History

Alteri Wealth’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 		$1.28M Buy
16,014
+3,575
+29% +$286K 0.5% 41
2025
Q1 		$893K Buy
12,439
+5,053
+68% +$363K 0.39% 63
2024
Q4 		$519K Buy
+7,386
New +$519K 0.14% 115