True Link Financial Advisors’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
$280K Sell
3,497
-1,542
-31% -$124K 0.02% 72
2025
Q1
$362K Buy
+5,039
New +$362K 0.03% 66
2021
Q4
Sell
-19
Closed -$1K 810
2021
Q3
$1K Buy
+19
New +$1K ﹤0.01% 775