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Austin Private Wealth’s Wells Fargo WFC Stock Holding History

Austin Private 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 		$667K Buy
8,327
+1,492
+22% +$120K 0.05% 145
2025
Q1 		$491K Buy
6,835
+563
+9% +$40.4K 0.04% 166
2024
Q4 		$441K Buy
+6,272
New +$441K 0.04% 153