Park Square Financial Group’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
2,731
-36
-1% -$2.88K 0.16% 99
2025
Q1
$199K Sell
2,767
-27
-1% -$1.94K 0.16% 84
2024
Q4
$196K Buy
+2,794
New +$196K 0.14% 92