Fiduciary Alliance’s Wells Fargo WFC Stock Holding History

Fiduciary Alliance’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 Q3	$583K	Sell
2025 Q2	$1.34M	Sell
2025 Q1	$1.37M	Sell
2024 Q4	$1.52M	Buy
2023 Q3	–	Sell
2023 Q2	$9.94K	Buy
2023 Q1	–	Sell
2022 Q4	$9.62K	Buy