Willner & Heller’s Wells Fargo WFC Stock Holding History

Willner & Heller’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$426K	Buy
2025 Q2	$405K	Buy
2025 Q1	$361K	Buy
2024 Q4	$351K	Buy
2024 Q3	$281K	Buy
2024 Q2	$293K	Buy
2024 Q1	$284K	Buy
2023 Q4	$240K	Buy