DKM Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
7,594
+2
+0% +$160 0.52% 28
2025
Q1
$545K Buy
7,592
+27
+0.4% +$1.94K 0.53% 24
2024
Q4
$531K Buy
+7,565
New +$531K 0.5% 26