Lodestone Wealth Management’s Wells Fargo WFC Stock Holding History

Lodestone Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$127K	Sell
2025 Q4	$161K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Buy