Buck Wealth Strategies’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	$318K	Buy	3,970 +701	+21%	+$56.2K	0.05%	124
2025 Q1	$235K	Buy	+3,269	New	+$235K	0.04%	115
2023 Q4	–	Sell	-10	Closed	-$409	–	346
2023 Q3	$409	Buy	+10	New	+$409	﹤0.01%	348