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Blue Rock Wealth Management’s Wells Fargo WFC Stock Holding History

Blue Rock 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
Q1 		$580K Buy
8,078
+2,894
+56% +$208K 0.49% 40
2024
Q4 		$364K Buy
+5,184
New +$364K 0.38% 42