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M.E. Allison & Co’s Wells Fargo WFC Stock Holding History

M.E. Allison & Co’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 		$1.5M Sell
18,752
-633
-3% -$50.7K 1.21% 22
2025
Q1 		$1.39M Buy
19,385
+1
+0% +$72 1.38% 21
2024
Q4 		$1.36M Buy
+19,384
New +$1.36M 1.5% 18