MWA
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Motive Wealth Advisors’s Wells Fargo WFC Stock Holding History

Motive Wealth Advisors’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 		$293K Buy
3,655
+129
+4% +$10.3K 0.13% 61
2025
Q1 		$253K Buy
3,526
+93
+3% +$6.68K 0.14% 58
2024
Q4 		$241K Buy
+3,433
New +$241K 0.13% 64