Morris Financial Concepts’s Wells Fargo WFC Stock Holding History

Morris Financial Concepts’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$484K	Sell
2025 Q2	$492K	Hold
2025 Q1	$441K	Sell
2024 Q4	$443K	Hold
2024 Q3	$356K	Sell
2024 Q2	$405K	Hold
2024 Q1	$395K	Hold
2023 Q4	$335K	Buy