NBZ Investment Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$903K Hold
11,273
0.51% 28
2025
Q1
$809K Sell
11,273
-45
-0.4% -$3.23K 0.47% 27
2024
Q4
$795K Buy
+11,318
New +$795K 0.44% 25