BankPlus Trust Department’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.1K Sell
500
-528
-51% -$42.3K 0.01% 249
2025
Q1
$73.8K Buy
1,028
+528
+106% +$37.9K 0.02% 195
2024
Q4
$35.1K Buy
+500
New +$35.1K 0.01% 249