Caliber Wealth Management (Kansas)’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
$373K Buy
4,656
+138
+3% +$11.1K 0.04% 210
2025
Q1
$324K Buy
+4,518
New +$324K 0.04% 190