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Consilio Wealth Advisors’s Wells Fargo WFC Stock Holding History

Consilio Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$274K Buy
3,441
+32
+0.9% +$2.54K 0.1% 59
2025
Q1 		$245K Buy
3,409
+200
+6% +$14.4K 0.1% 60
2024
Q4 		$225K Buy
+3,209
New +$225K 0.09% 59