UWM
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United Wealth Management’s Wells Fargo WFC Stock Holding History

United Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$306K Hold
3,818
– – 0.09% 21
2025
Q1 		$274K Sell
3,818
-980
-20% -$70.4K 0.09% 20
2024
Q4 		$337K Buy
+4,798
New +$337K 0.11% 20