Harvest Investment Services’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
$391K Buy
4,876
+164
+3% +$13.1K 0.09% 219
2025
Q1
$338K Sell
4,712
-40
-0.8% -$2.87K 0.09% 197
2024
Q4
$334K Buy
+4,752
New +$334K 0.08% 206