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UP Strategic Wealth Investment Advisors’s Wells Fargo WFC Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$264K Sell
3,301
-140
-4% -$11.2K 0.21% 72
2025
Q1 		$247K Buy
+3,441
New +$247K 0.22% 71