Crown Wealth Group’s Wells Fargo WFC Stock Holding History

Crown Wealth Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$762K	Buy
2025 Q2	$726K	Sell
2025 Q1	$654K	Buy
2024 Q4	$467K	Buy
2024 Q3	$368K	Sell
2024 Q2	$387K	Sell
2024 Q1	$417K	Buy
2023 Q4	$257K	Buy