Cardinal Point Wealth Management Partners’s Wells Fargo WFC Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio WFC Stock Details WFC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$237K	Buy
2022 Q2	–	Sell
2022 Q1	$211K	Hold
2021 Q4	$209K	Buy