Benchmark Financial Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$659K	Sell	8,272 -498	-6%	-$42.8K	0.18%	66
2025 Q4	$817K	Sell	8,770 -53	-0.6%	-$4.6K	0.23%	56
2025 Q3	$740K	Sell	8,823 -8	-0.1%	-$649	0.22%	54
2025 Q2	$708K	Buy	8,831 +1,319	+18%	+$95.1K	0.23%	53
2025 Q1	$539K	Sell	7,512 -219	-3%	-$16.4K	0.2%	56
2024 Q4	$543K	Buy	7,731 +40	+0.5%	+$2.73K	0.17%	57
2024 Q3	$434K	Buy	7,691 +52	+0.7%	+$2.94K	0.14%	62
2024 Q2	$454K	Buy	7,639 +144	+2%	+$8.5K	0.17%	53
2024 Q1	$434K	Buy	7,495 +443	+6%	+$23.2K	0.17%	52
2023 Q4	$347K	Buy	7,052 +56	+0.8%	+$2.42K	0.15%	59
2023 Q3	$286K	Buy	6,996 +106	+2%	+$4.58K	0.13%	54
2023 Q2	$294K	Sell	6,890 -386	-5%	-$15.5K	0.14%	56
2023 Q1	$272K	Buy	7,276 +45	+0.6%	+$1.96K	0.14%	56
2022 Q4	$299K	Buy	7,231 +309	+4%	+$13.7K	0.16%	55
2022 Q3	$278K	Buy	6,922 +441	+7%	+$18.9K	0.16%	54
2022 Q2	$254K	Sell	6,481 -1,270	-16%	-$55.7K	0.13%	56
2022 Q1	$376K	Buy	7,751 +293	+4%	+$15.7K	0.16%	48
2021 Q4	$358K	Buy	7,458 +648	+10%	+$31.9K	0.15%	49
2021 Q3	$316K	Buy	6,810 +100	+1%	+$4.63K	0.15%	47
2021 Q2	$304K	Sell	6,710 -165	-2%	-$7.37K	0.15%	46
2021 Q1	$269K	Buy	+6,875	New	+$243K	0.15%	47