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Optivise Advisory Services’s Wells Fargo WFC Stock Holding History

Optivise Advisory Services’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 		$253K Buy
3,153
+303
+11% +$24.3K 0.13% 163
2025
Q1 		$205K Sell
2,850
-209
-7% -$15K 0.11% 187
2024
Q4 		$215K Buy
+3,059
New +$215K 0.12% 163