Cooper Capital Advisors’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 Hold
3,867
0.3% 27
2025
Q1
$278K Sell
3,867
-145
-4% -$10.4K 0.3% 27
2024
Q4
$282K Buy
+4,012
New +$282K 0.29% 31