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Pines Wealth Management’s Wells Fargo WFC Stock Holding History

Pines 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 		$726K Buy
8,689
+2,263
+35% +$189K 0.26% 95
2025
Q1 		$399K Sell
6,426
-338
-5% -$21K 0.18% 126
2024
Q4 		$473K Buy
+6,764
New +$473K 0.21% 120