One Wealth Management Investment & Advisory Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,963
Closed -$235K 133
2024
Q2
$235K Sell
3,963
-116
-3% -$6.89K 0.09% 104
2024
Q1
$236K Buy
+4,079
New +$236K 0.1% 113