Delap Wealth Advisory’s Wells Fargo WFC Stock Holding History

Delap Wealth Advisory’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 Q2	$1.39M	Sell
2025 Q1	$1.3M	Hold
2024 Q4	$1.28M	Sell
2024 Q3	$1.04M	Hold
2024 Q2	$1.09M	Sell
2024 Q1	$1.35M	Sell
2023 Q4	$1.84M	Buy
2023 Q3	$750K	Buy
2023 Q2	$757K	Sell
2023 Q1	$686K	Buy