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North Berkeley Wealth Management’s Wells Fargo WFC Stock Holding History

North Berkeley 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 		$361K Sell
4,511
-2,186
-33% -$175K 0.33% 46
2025
Q1 		$481K Sell
6,697
-595
-8% -$42.7K 0.5% 35
2024
Q4 		$512K Buy
+7,292
New +$512K 0.52% 34