BetterWealth’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
$274K Hold
3,421
0.07% 52
2025
Q1
$246K Buy
3,421
+103
+3% +$7.39K 0.07% 53
2024
Q4
$233K Buy
+3,318
New +$233K 0.06% 62