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Wealth Dimensions Group’s Wells Fargo WFC Stock Holding History

Wealth Dimensions Group’s Portfolio WFC Stock Details WFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$272K Buy
3,396
+155
+5% +$12.4K 0.06% 138
2025
Q1 		$233K Buy
3,241
+246
+8% +$17.7K 0.06% 146
2024
Q4 		$210K Buy
+2,995
New +$210K 0.05% 150