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BWM Planning’s Wells Fargo WFC Stock Holding History

BWM Planning’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.89M Buy
61,035
+1,020
+2% +$81.7K 1.68% 17
2025
Q1 		$4.31M Hold
60,015
– – 1.82% 18
2024
Q4 		$4.22M Hold
60,015
– – 1.83% 18
2024
Q3 		$3.39M Buy
+60,015
New +$3.39M 1.5% 20