Talisman Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
2025
Q1
$328K Buy
2024
Q4
$318K Hold
2024
Q3
$253K Sell
2024
Q2
$280K Buy
2024
Q1
$271K Buy
2023
Q4
$226K Buy