CIC Wealth’s Wells Fargo WFC Stock Holding History

CIC Wealth’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$497K	Sell
2024 Q2	$543K	Sell
2024 Q1	$600K	Sell
2023 Q4	$532K	Sell
2023 Q3	$618K	Sell
2023 Q2	$686K	Sell
2023 Q1	$637K	Sell
2022 Q4	$730K	Buy