Brewster Financial Planning’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	$388K	Buy	4,848 +22	+0.5%	+$1.76K	0.26%	18
2025 Q1	$346K	Buy	4,826 +22	+0.5%	+$1.58K	0.26%	18
2024 Q4	$337K	Buy	+4,804	New	+$337K	0.26%	16