Curated Wealth Partners’s Wells Fargo WFC Stock Holding History

Curated Wealth Partners’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
2025 Q4	$552K	Buy
2023 Q2	–	Sell
2023 Q1	$201K	Buy
2022 Q4	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$272K	Hold
2021 Q4	$272K	Buy
2021 Q3	$252K	Buy
2021 Q2	$245K	Buy