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Lodestone Wealth Management’s Wells Fargo WFC Stock Holding History

Lodestone Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,866
Closed -$208K – 135
2023
Q2 		$208K Buy
+4,866
New +$208K 0.14% 128