BlueStem Wealth Partners’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	$696K	Buy	8,681 +158	+2%	+$12.7K	0.09%	56
2025 Q1	$612K	Buy	8,523 +50	+0.6%	+$3.59K	0.08%	55
2024 Q4	$595K	Buy	+8,473	New	+$595K	0.08%	57