Breakwater Investment Management’s Wells Fargo WFC Stock Holding History

Breakwater Investment Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14.9K	Buy
2025 Q2	$10.4K	Hold
2025 Q1	$9.33K	Sell
2024 Q4	$20.2K	Hold
2024 Q3	$16.3K	Hold
2024 Q2	$17.1K	Hold
2024 Q1	$16.7K	Buy