IW
WFC icon

Instrumental Wealth’s Wells Fargo WFC Stock Holding History

Instrumental 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 		– Sell
-2,963
Closed -$207K – 62
2025
Q1 		$207K Sell
2,963
-49
-2% -$3.42K 0.19% 52
2024
Q4 		$233K Buy
+3,012
New +$233K 0.22% 44