Avantra Family Wealth’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	$2.57M	Buy	32,057 +1,438	+5%	+$115K	2.12%	10
2025 Q1	$2.2M	Buy	30,619 +262	+0.9%	+$18.8K	2.11%	5
2024 Q4	$2.13M	Buy	+30,357	New	+$2.13M	1.99%	5