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Uptown Financial Advisors’s Wells Fargo WFC Stock Holding History

Uptown Financial 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 		$236K Hold
2,940
– – 0.2% 63
2025
Q1 		$211K Hold
2,940
– – 0.22% 67
2024
Q4 		$207K Buy
+2,940
New +$207K 0.22% 59