Tobias Financial Advisors’s Wells Fargo WFC Stock Holding History

Tobias Financial Advisors’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	$284K	Buy
2025 Q2	$242K	Buy
2025 Q1	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$252K	Buy
2020 Q1	–	Sell
2019 Q4	$5K	Buy