Accurate 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	$773K	Buy	9,388 +951	+11%	+$78.3K	0.12%	186
2025 Q1	$528K	Buy	8,437 +120	+1%	+$7.5K	0.1%	199
2024 Q4	$582K	Buy	+8,317	New	+$582K	0.11%	184
2023 Q1	–	Sell	-1,614	Closed	-$68.4K	–	1461
2022 Q4	$68.4K	Buy	+1,614	New	+$68.4K	0.03%	386