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Helium Advisors’s Wells Fargo WFC Stock Holding History

Helium Advisors’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
-5,230
Closed -$367K – 108
2024
Q4 		$367K Buy
+5,230
New +$367K 0.29% 59