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Holos Integrated Wealth’s Wells Fargo WFC Stock Holding History

Holos Integrated Wealth’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 		$18.1K Hold
232
– – 0.01% 160
2025
Q1 		$16.7K Hold
232
– – 0.01% 167
2024
Q4 		$16.3K Buy
+232
New +$16.3K 0.01% 162