BKM 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
2024 Q2	–	Sell	-2,523	Closed	-$146K	–	199
2024 Q1	$146K	Buy	2,523 +522	+26%	+$30.3K	0.06%	173
2023 Q4	$98.5K	Buy	+2,001	New	+$98.5K	0.04%	201