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Grant Private Wealth Management’s Wells Fargo WFC Stock Holding History

Grant Private 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
Q2 		$2.99M Buy
37,281
+29,733
+394% +$2.38M 1.69% 22
2025
Q1 		$542K Sell
7,548
-400
-5% -$28.7K 0.58% 48
2024
Q4 		$558K Buy
+7,948
New +$558K 0.6% 40