Capital Performance Advisors’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	$682K	Buy	8,515 +654	+8%	+$52.4K	0.13%	79
2025 Q1	$564K	Buy	7,861 +3,515	+81%	+$252K	0.12%	89
2024 Q4	$305K	Buy	4,346 +2,582	+146%	+$181K	0.1%	92
2024 Q3	$99.7K	Buy	+1,764	New	+$99.7K	0.03%	197