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Talon Private Wealth’s Wells Fargo WFC Stock Holding History

Talon Private Wealth’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 		$2.65M Buy
33,031
+4,486
+16% +$359K 0.36% 42
2025
Q1 		$2.07M Buy
28,545
+27,744
+3,464% +$2.01M 0.28% 60
2024
Q4 		$56.3K Buy
801
+683
+579% +$48K 0.01% 146
2024
Q3 		$6.67K Buy
+118
New +$6.67K ﹤0.01% 219