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Balance Wealth’s Wells Fargo WFC Stock Holding History

Balance 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 		$4.93M Sell
61,531
-293
-0.5% -$23.5K 2.89% 7
2025
Q1 		$4.44M Buy
+61,824
New +$4.44M 2.88% 7