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Centerpoint Advisory Group’s Wells Fargo WFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Hold
4,159
0.29% 71
2025
Q1
$299K Hold
4,159
0.29% 74
2024
Q4
$292K Buy
+4,159
New +$292K 0.28% 70