Prevail Innovative Wealth Advisors’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
$4.38M Buy
54,679
+3,954
+8% +$317K 0.98% 32
2025
Q1
$3.64M Buy
+50,725
New +$3.64M 0.97% 32