JWM
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Jacksonville Wealth Management’s Wells Fargo WFC Stock Holding History

Jacksonville Wealth 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 		$389K Hold
4,850
– – 0.31% 49
2025
Q1 		$348K Buy
+4,850
New +$348K 0.34% 47