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Unique Wealth Strategies’s Wells Fargo WFC Stock Holding History

Unique Wealth Strategies’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.26M Hold
21,712
– – 0.59% 37
2024
Q1 		$1.26M Buy
21,712
+3,055
+16% +$177K 0.62% 37
2023
Q4 		$918K Buy
+18,657
New +$918K 0.61% 46