Avitas Wealth Management’s Wells Fargo WFC Stock Holding History

Avitas Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.24M	Buy
2024 Q3	$2.59M	Buy
2024 Q2	$2.69M	Buy
2024 Q1	$2.62M	Buy
2018 Q3	–	Sell
2018 Q2	$3.59M	Buy