Carbahal Olsen Financial Services Group’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
$293K Hold
3,660
0.25% 28
2025
Q1
$263K Sell
3,660
-660
-15% -$47.4K 0.25% 28
2024
Q4
$303K Buy
+4,320
New +$303K 0.28% 25