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Potentia Wealth’s Wells Fargo WFC Stock Holding History

Potentia Wealth’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Hold
17,112
– – 0.78% 16
2025
Q1 		$1.23M Sell
17,112
-5,000
-23% -$359K 0.58% 27
2024
Q4 		$1.55M Buy
+22,112
New +$1.55M 0.69% 27