AssuredPartners Investment Advisors’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	$390K	Sell	4,867 -837	-15%	-$67.1K	0.1%	160
2025 Q1	$409K	Buy	5,704 +692	+14%	+$49.7K	0.08%	227
2024 Q4	$352K	Buy	+5,012	New	+$352K	0.07%	255