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Lifeworks Advisors’s Wells Fargo WFC Stock Holding History

Lifeworks Advisors’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 		$275K Buy
3,430
+145
+4% +$11.6K 0.04% 260
2025
Q1 		$236K Sell
3,285
-441
-12% -$31.7K 0.04% 278
2024
Q4 		$262K Buy
+3,726
New +$262K 0.05% 256