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KDT Advisors’s Wells Fargo WFC Stock Holding History

KDT Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$718K – 81
2025
Q1 		$718K Buy
+10,000
New +$718K 1.06% 30