Endowment Wealth Management’s Wells Fargo WFC Stock Holding History

Endowment Wealth Management’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
2026 Q1	–	Sell
2025 Q4	$264K	Sell
2025 Q3	$308K	Buy
2025 Q2	$291K	Sell
2025 Q1	$263K	Buy
2024 Q4	$254K	Buy
2024 Q3	$203K	Sell
2024 Q2	$218K	Buy
2024 Q1	$209K	Buy