Capital Advisors 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 Q2	$251K	Sell	3,133 -300	-9%	-$24K	0.04%	171
2025 Q1	$246K	Buy	3,433 +5	+0.1%	+$359	0.04%	156
2024 Q4	$241K	Buy	+3,428	New	+$241K	0.04%	157
2024 Q3	–	Sell	-3,418	Closed	-$203K	–	174
2024 Q2	$203K	Buy	+3,418	New	+$203K	0.04%	155