Provenance Wealth Advisors’s Wells Fargo WFC Stock Holding History

Provenance Wealth Advisors’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	$7.13K	Hold
2025 Q1	$6.39K	Hold
2024 Q4	$6.25K	Hold
2024 Q3	$5.03K	Hold
2024 Q2	$5.29K	Hold
2024 Q1	$5.16K	Sell
2023 Q4	$11.1K	Buy
2023 Q3	$3.6K	Buy