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Kagan Cocozza Asset Management’s Wells Fargo WFC Stock Holding History

Kagan Cocozza Asset Management’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$718K Buy
8,956
+50
+0.6% +$4.01K 0.55% 35
2025
Q1 		$639K Sell
8,906
-1,134
-11% -$81.4K 0.52% 39
2024
Q4 		$705K Buy
+10,040
New +$705K 0.59% 37