Roberts Wealth Advisors’s Wells Fargo WFC Stock Holding History

Roberts Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$443K	Buy
2022 Q2	–	Sell
2022 Q1	$1.57M	Buy
2021 Q4	$1.63M	Buy
2021 Q3	$1.42M	Buy