WA
WFC icon

Whipplewood Advisors’s Wells Fargo WFC Stock Holding History

Whipplewood 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 		$63.9K Sell
798
-71
-8% -$5.69K 0.04% 284
2025
Q1 		$58.6K Buy
869
+65
+8% +$4.38K 0.03% 285
2024
Q4 		$56.5K Buy
+804
New +$56.5K 0.03% 295