Total Investment Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.8K Buy
+197
New +$15.8K ﹤0.01% 282
2022
Q3
Sell
-12,052
Closed -$472K 64
2022
Q2
$472K Sell
12,052
-84
-0.7% -$3.29K 0.09% 34
2022
Q1
$588K Buy
12,136
+10
+0.1% +$485 0.11% 35
2021
Q4
$582K Buy
+12,126
New +$582K 0.1% 37