LWMI
WFC icon

Legacy Wealth Management (Idaho)’s Wells Fargo WFC Stock Holding History

Legacy Wealth Management (Idaho)’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 		$2.89K Hold
36
– – ﹤0.01% 455
2025
Q1 		$2.59K Sell
36
-104
-74% -$7.47K ﹤0.01% 499
2024
Q4 		$11.3K Hold
140
– – 0.01% 265
2024
Q3 		$10.2K Buy
+140
New +$10.2K 0.01% 307