LongView Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,082
Closed -$427K 211
2024
Q4
$427K Buy
6,082
+22
+0.4% +$1.55K 0.13% 130
2024
Q3
$342K Buy
6,060
+79
+1% +$4.46K 0.11% 145
2024
Q2
$355K Buy
+5,981
New +$355K 0.13% 133