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Provence Wealth Management Group’s Wells Fargo WFC Stock Holding History

Provence Wealth Management Group’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$499K Buy
10,133
+1,062
+12% +$52.3K 0.27% 82
2023
Q3 		$371K Buy
9,071
+396
+5% +$16.2K 0.23% 90
2023
Q2 		$370K Buy
8,675
+2,184
+34% +$93.2K 0.22% 90
2023
Q1 		$243K Buy
+6,491
New +$243K 0.16% 123