Holistic Planning’s Wells Fargo WFC Stock Holding History

Holistic Planning’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	$792K	Buy
2025 Q2	$752K	Buy
2025 Q1	$539K	Buy
2024 Q4	$508K	Sell
2024 Q3	$414K	Buy
2024 Q2	$263K	Hold
2024 Q1	$263K	Sell
2023 Q4	$227K	Buy