Liberty Square Wealth Partners’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
Sell
-3,465
Closed -$249K 155
2025
Q1
$249K Hold
3,465
0.09% 124
2024
Q4
$277K Buy
+3,465
New +$277K 0.1% 119