CPA Asset Management’s Wells Fargo WFC Stock Holding History

CPA Asset Management’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
2026 Q1	–	Sell
2025 Q4	$280K	Hold
2025 Q3	$252K	Buy
2025 Q2	$239K	Hold
2025 Q1	$214K	Hold
2024 Q4	$209K	Buy