Investor's Fiduciary Advisor Network’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
$683K Buy
+8,537
New +$683K 0.25% 100
2025
Q1
Sell
-9,004
Closed -$632K 205
2024
Q4
$632K Buy
+9,004
New +$632K 0.24% 99