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Veridan Wealth’s Wells Fargo WFC Stock Holding History

Veridan Wealth’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
Q1 		$9.84M Sell
137,072
-32
-0% -$2.3K 4.45% 2
2024
Q4 		$10.7M Buy
+137,104
New +$10.7M 5.02% 2
2024
Q2 		$11M Buy
+137,065
New +$11M 4.41% 2