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Roxbury Financial’s Wells Fargo WFC Stock Holding History

Roxbury Financial’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 		$2.38M Sell
29,727
-249
-0.8% -$20K 2.32% 11
2025
Q1 		$2.35M Sell
29,976
-493
-2% -$38.6K 2.3% 10
2024
Q4 		$2.32M Buy
+30,469
New +$2.32M 2.24% 10