Frank Rimerman Advisors’s Wells Fargo WFC Stock Holding History

Frank Rimerman Advisors’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	$2.79M	Buy
2025 Q2	$2.42M	Buy
2025 Q1	$1.68M	Buy
2024 Q4	$1.44M	Buy
2024 Q3	$1.13M	Sell
2024 Q2	$1.23M	Buy
2024 Q1	$2.32K	Hold
2023 Q4	$1.97K	Buy