Northwest Financial Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-328
Closed -$18.5K 548
2024
Q3
$18.5K Buy
+328
New +$18.5K 0.01% 326
2024
Q1
Sell
-323
Closed -$15.9K 539
2023
Q4
$15.9K Buy
+323
New +$15.9K 0.01% 330