Wealth Preservation 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
$498K Buy
6,218
+18
+0.3% +$1.44K 0.31% 40
2025
Q1
$445K Buy
+6,200
New +$445K 0.32% 42