CWM
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Centricity Wealth Management’s Wells Fargo WFC Stock Holding History

Centricity Wealth Management’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 		$58.7K Hold
733
– – 0.05% 152
2025
Q1 		$52.6K Hold
733
– – 0.05% 166
2024
Q4 		$51.5K Buy
+733
New +$51.5K 0.05% 164