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CBIZ Investment Advisory Services’s Wells Fargo WFC Stock Holding History

CBIZ Investment Advisory Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.2K Sell
352
-25
-7% -$2K ﹤0.01% 207
2025
Q1 		$27.1K Buy
377
+322
+585% +$23.1K ﹤0.01% 183
2024
Q4 		$3.86K Buy
+55
New +$3.86K ﹤0.01% 338