WT Wealth Management’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
$287K Buy
3,582
+306
+9% +$24.5K 0.09% 114
2025
Q1
$235K Buy
+3,276
New +$235K 0.08% 112