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Partners Wealth Management’s Wells Fargo WFC Stock Holding History

Partners Wealth Management’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 		$377K Hold
5,281
– – 0.43% 63
2025
Q1 		$379K Buy
5,281
+112
+2% +$8.04K 0.43% 63
2024
Q4 		$363K Buy
+5,169
New +$363K 0.41% 67