Johnson & White Wealth Management’s Wells Fargo WFC Stock Holding History

Johnson & White Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$377K	Buy
2025 Q2	$358K	Buy
2025 Q1	$319K	Buy
2024 Q4	$312K	Buy
2024 Q2	–	Sell
2024 Q1	$257K	Sell
2023 Q4	$258K	Buy
2023 Q3	$214K	Buy
2022 Q4	–	Sell
2022 Q3	$211K	Buy