Bright Futures 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
2025 Q1	–	Sell	-2,627	Closed	-$206K	–	127
2024 Q4	$206K	Sell	2,627 -616	-19%	-$48.3K	0.18%	117
2024 Q3	$212K	Buy	+3,243	New	+$212K	0.1%	210