BWM Planning’s Wells Fargo WFC Stock Holding History

BWM Planning’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	$5.14M	Buy
2025 Q2	$4.89M	Buy
2025 Q1	$4.31M	Hold
2024 Q4	$4.22M	Hold
2024 Q3	$3.39M	Buy