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Creekside Partners’s Wells Fargo WFC Stock Holding History

Creekside Partners’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 		$764K Hold
9,537
– – 0.36% 64
2025
Q1 		$685K Hold
9,537
– – 0.36% 64
2024
Q4 		$670K Hold
9,537
– – 0.35% 68
2024
Q3 		$539K Hold
9,537
– – 0.28% 86
2024
Q2 		$566K Buy
+9,537
New +$566K 0.31% 75