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

Capital Advisors Wealth Management’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	$325K	Buy
2025 Q2	$251K	Sell
2025 Q1	$246K	Buy
2024 Q4	$241K	Buy
2024 Q3	–	Sell
2024 Q2	$203K	Buy