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InvesTrust’s Wells Fargo WFC Stock Holding History

InvesTrust’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 		$3.39M Sell
42,372
-63,657
-60% -$5.1M 1.31% 26
2025
Q1 		$7.61M Sell
106,029
-10,764
-9% -$773K 2.08% 15
2024
Q4 		$8.21M Buy
+116,793
New +$8.21M 2.28% 8