CWA
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Crux Wealth Advisors’s Wells Fargo WFC Stock Holding History

Crux Wealth Advisors’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 		$1.82M Buy
22,691
+6,737
+42% +$540K 0.77% 38
2025
Q1 		$1.15M Buy
15,954
+6,069
+61% +$436K 0.6% 56
2024
Q4 		$694K Buy
+9,885
New +$694K 0.39% 76