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Knollwood Investment Advisory’s Wells Fargo WFC Stock Holding History

Knollwood Investment Advisory’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 		$1.17M Hold
14,587
– – 0.11% 172
2025
Q1 		$1.05M Hold
14,587
– – 0.12% 180
2024
Q4 		$1.02M Hold
14,587
– – 0.11% 188
2024
Q3 		$824K Hold
14,587
– – 0.09% 218
2024
Q2 		$866K Buy
+14,587
New +$866K 0.1% 205