True Wealth Design’s Wells Fargo WFC Stock Holding History

True Wealth Design’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	$46K	Buy
2025 Q2	$41.5K	Sell
2025 Q1	$41.3K	Buy
2024 Q4	$29.2K	Buy
2024 Q3	$21.5K	Buy
2023 Q2	–	Sell
2023 Q1	$8.22K	Buy