Capital A Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$10.6K Buy
148
+32
+28% +$2.3K 0.01% 290
2024
Q4
$8.15K Buy
+116
New +$8.15K 0.01% 330