Integrity Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
4,368
-42
-1% -$3.37K 0.24% 48
2025
Q1
$317K Sell
4,410
-713
-14% -$51.2K 0.23% 47
2024
Q4
$360K Buy
+5,123
New +$360K 0.26% 40