Cary Street Partners’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
$2.39M Buy
29,768
+16,239
+120% +$1.3M 0.07% 289
2025
Q1
$971K Buy
13,529
+1,662
+14% +$119K 0.03% 397
2024
Q4
$834K Buy
+11,867
New +$834K 0.03% 412