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Swan Capital’s Wells Fargo WFC Stock Holding History

Swan Capital’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 		$12K Hold
150
– – 0.01% 143
2025
Q1 		$10.8K Hold
150
– – 0.01% 138
2024
Q4 		$10.5K Hold
150
– – 0.01% 128
2024
Q3 		$8.47K Hold
150
– – ﹤0.01% 147
2024
Q2 		$8.91K Buy
+150
New +$8.91K ﹤0.01% 135