MSWM
WFC icon

Mowery & Schoenfeld Wealth Management’s Wells Fargo WFC Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$111K Hold
1,380
– – 0.17% 70
2025
Q1 		$99.1K Buy
1,380
+7
+0.5% +$503 0.19% 81
2024
Q4 		$96.4K Buy
+1,373
New +$96.4K 0.19% 72