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Omni 360 Wealth’s Wells Fargo WFC Stock Holding History

Omni 360 Wealth’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 		$234K Sell
2,918
-54
-2% -$4.33K 0.12% 174
2025
Q1 		$213K Buy
2,972
+64
+2% +$4.59K 0.12% 145
2024
Q4 		$204K Buy
+2,908
New +$204K 0.13% 120