Financial Life Planners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,233
Closed -$86.6K 399
2024
Q4
$86.6K Buy
+1,233
New +$86.6K 0.07% 83