Callan Family Office’s Wells Fargo WFC Stock Holding History

Callan Family Office’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 Q2	$18.5M	Buy
2025 Q1	$5.38M	Sell
2024 Q4	$6.91M	Buy
2024 Q3	$373K	Sell
2024 Q2	$5.46M	Buy
2024 Q1	$5.3M	Buy
2023 Q4	$4.46M	Buy
2023 Q3	$3.69M	Buy
2023 Q2	$3.85M	Sell
2023 Q1	$4.75M	Buy