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Principia Wealth Advisory’s Wells Fargo WFC Stock Holding History

Principia Wealth Advisory’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 		$13.5K Buy
168
+31
+23% +$2.48K 0.01% 145
2025
Q1 		$9.09K Buy
137
+53
+63% +$3.52K 0.01% 131
2024
Q4 		$5.9K Buy
+84
New +$5.9K 0.01% 140