Planned Solutions’s Wells Fargo WFC Stock Holding History

Planned Solutions’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Sell
2025 Q1	$247K	Buy
2024 Q4	$221K	Sell
2024 Q3	$178K	Buy
2024 Q1	–	Sell
2023 Q4	$142K	Buy
2021 Q1	–	Sell
2020 Q4	$27K	Hold
2020 Q3	$21K	Buy