Moss Adams Wealth Advisors’s Wells Fargo WFC Stock Holding History

Moss Adams Wealth Advisors’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	$1M	Buy
2025 Q2	$929K	Sell
2025 Q1	$842K	Sell
2024 Q4	$871K	Buy
2024 Q3	$605K	Buy
2024 Q2	$437K	Buy
2024 Q1	$321K	Buy