CLA (CliftonLarsonAllen) Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	+13,104	New	+$1.13M	0.02%	176
2023 Q2	–	Sell	-19,824	Closed	-$741K	–	184
2023 Q1	$741K	Buy	+19,824	New	+$864K	0.02%	151
2022 Q2	–	Sell	-14,735	Closed	-$714K	–	198
2022 Q1	$714K	Buy	+14,735	New	+$789K	0.03%	158
2021 Q4	–	Sell	-7,261	Closed	-$337K	–	300
2021 Q3	$337K	Sell	7,261 -1,194	-14%	-$55.3K	0.01%	260
2021 Q2	$383K	Buy	+8,455	New	+$378K	0.02%	257
2021 Q1	–	Sell	-10,418	Closed	-$314K	–	176
2020 Q4	$314K	Buy	+10,418	New	+$270K	0.02%	157
2020 Q3	–	Sell	-17,369	Closed	-$445K	–	164
2020 Q2	$445K	Buy	+17,369	New	+$475K	0.03%	141
2019 Q4	$738K	Sell	13,716 -1,337	-9%	-$70K	0.06%	123
2019 Q3	$759K	Buy	+15,053	New	+$709K	0.07%	111
2015 Q3	–	Sell	-4,810	Closed	-$271K	–	165
2015 Q2	$271K	Buy	+4,810	New	+$268K	0.05%	138