KPP Advisory Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$790K Sell
9,862
-4
-0% -$320 0.13% 143
2025
Q1
$708K Buy
+9,866
New +$708K 0.13% 134