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FLP Wealth Management’s Wells Fargo WFC Stock Holding History

FLP Wealth Management’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
Q1 		– Sell
-145
Closed -$10.2K – 458
2024
Q4 		$10.2K Buy
+145
New +$10.2K 0.03% 239