BIP 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
$286K Sell
3,570
-1,996
-36% -$160K 0.02% 216
2025
Q1
$400K Buy
5,566
+116
+2% +$8.33K 0.03% 173
2024
Q4
$383K Buy
+5,450
New +$383K 0.03% 179