Bingham Private Wealth’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
$593K Buy
7,406
+521
+8% +$41.7K 0.57% 51
2025
Q1
$494K Buy
6,885
+418
+6% +$30K 0.51% 64
2024
Q4
$454K Buy
+6,467
New +$454K 0.48% 67