Grove Street Fiduciary’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Hold
3,766
0.15% 53
2025
Q1
$270K Hold
3,766
0.14% 52
2024
Q4
$265K Buy
+3,766
New +$265K 0.14% 49