EWA
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Elevate Wealth Advisory’s Wells Fargo WFC Stock Holding History

Elevate Wealth Advisory’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 		$621K Sell
7,754
-7,203
-48% -$577K 0.44% 39
2025
Q1 		$1.07M Buy
+14,957
New +$1.07M 0.76% 27