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Stonebrook Private’s Wells Fargo WFC Stock Holding History

Stonebrook Private’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 		$352K Sell
4,393
-108
-2% -$8.65K 0.08% 146
2025
Q1 		$323K Buy
4,501
+462
+11% +$33.2K 0.08% 147
2024
Q4 		$284K Buy
4,039
+248
+7% +$17.4K 0.07% 145
2024
Q3 		$214K Buy
+3,791
New +$214K 0.06% 168