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Root Financial Partners’s Wells Fargo WFC Stock Holding History

Root Financial Partners’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 		$353K Buy
4,412
+1,214
+38% +$97.3K 0.03% 166
2025
Q1 		$230K Sell
3,198
-55
-2% -$3.95K 0.02% 189
2024
Q4 		$228K Buy
+3,253
New +$228K 0.03% 187