SWP Financial’s Wells Fargo WFC Stock Holding History

SWP Financial’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Sell
2025 Q2	$288K	Hold
2025 Q1	$258K	Hold
2024 Q4	$253K	Buy