Wood Tarver Financial Group’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
$611K Hold
7,633
0.18% 72
2025
Q1
$548K Buy
7,633
+306
+4% +$22K 0.18% 73
2024
Q4
$514K Buy
+7,327
New +$514K 0.17% 77