Lifelong Wealth Advisors’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
$291K Buy
3,630
+104
+3% +$8.33K 0.1% 62
2025
Q1
$253K Buy
+3,526
New +$253K 0.12% 61