Walkner Condon Financial Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
3,988
+210
+6% +$16.8K 0.06% 208
2025
Q1
$271K Buy
3,778
+271
+8% +$19.5K 0.05% 217
2024
Q4
$246K Buy
+3,507
New +$246K 0.05% 243