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Duncan Williams Asset Management’s Wells Fargo WFC Stock Holding History

Duncan Williams Asset Management’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$432K Sell
5,388
-233
-4% -$18.7K 0.14% 96
2025
Q1 		$403K Sell
5,621
-93
-2% -$6.68K 0.15% 93
2024
Q4 		$401K Sell
5,714
-267
-4% -$18.8K 0.16% 96
2024
Q3 		$338K Buy
+5,981
New +$338K 0.19% 90