Carnegie Lake 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	$1.1M	Sell	13,741 -847	-6%	-$67.9K	0.44%	64
2025 Q1	$1.05M	Buy	14,588 +570	+4%	+$40.9K	0.42%	63
2024 Q4	$985K	Sell	14,018 -750	-5%	-$52.7K	0.4%	68
2024 Q3	$834K	Buy	+14,768	New	+$834K	0.33%	78