BXM Wealth’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	$284K	Buy	3,545 +269	+8%	+$21.6K	0.34%	81
2025 Q1	$235K	Hold	3,276	–	–	0.28%	92
2024 Q4	$230K	Buy	+3,276	New	+$230K	0.32%	84