BWM
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Bernard Wealth Management’s Wells Fargo WFC Stock Holding History

Bernard Wealth Management’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 		$79.8K Sell
996
-42
-4% -$3.37K 0.04% 103
2025
Q1 		$74.5K Buy
1,038
+42
+4% +$3.02K 0.04% 100
2024
Q4 		$70K Buy
+996
New +$70K 0.03% 105