Centennial Wealth Advisory’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
$310K Buy
3,866
+61
+2% +$4.9K 0.1% 125
2025
Q1
$273K Buy
3,805
+280
+8% +$20.1K 0.1% 126
2024
Q4
$248K Sell
3,525
-134
-4% -$9.41K 0.1% 126
2024
Q3
$207K Buy
+3,659
New +$207K 0.08% 140