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Axis Wealth Partners’s Wells Fargo WFC Stock Holding History

Axis Wealth Partners’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 		$525K Buy
6,555
+78
+1% +$6.25K 0.35% 83
2025
Q1 		$465K Buy
6,477
+10
+0.2% +$718 0.34% 83
2024
Q4 		$454K Buy
+6,467
New +$454K 0.38% 81