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Hoxton Planning & Management’s Wells Fargo WFC Stock Holding History

Hoxton Planning & Management’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 		$259K Buy
3,238
+9
+0.3% +$721 0.09% 171
2025
Q1 		$232K Buy
3,229
+214
+7% +$15.4K 0.09% 173
2024
Q4 		$212K Buy
+3,015
New +$212K 0.08% 194