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CPA Asset Management’s Wells Fargo WFC Stock Holding History

CPA Asset 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 		$239K Hold
2,980
– – 0.1% 77
2025
Q1 		$214K Hold
2,980
– – 0.09% 82
2024
Q4 		$209K Buy
+2,980
New +$209K 0.1% 75