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Asset Planning Inc’s Wells Fargo WFC Stock Holding History

Asset Planning Inc’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Buy
2,985
+14
+0.5% +$1.12K 0.18% 74
2025
Q1 		$213K Buy
2,971
+14
+0.5% +$1.01K 0.17% 78
2024
Q4 		$208K Buy
+2,957
New +$208K 0.16% 77