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Sax Wealth Advisors’s Wells Fargo WFC Stock Holding History

Sax Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$814K Buy
10,156
+6,287
+162% +$504K 0.05% 194
2025
Q1 		$278K Buy
+3,869
New +$278K 0.02% 308