Clarendon Private’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	$1.2M	Buy	14,972 +1,703	+13%	+$136K	1.15%	20
2025 Q1	$953K	Buy	13,269 +1,205	+10%	+$86.5K	1.01%	25
2024 Q4	$847K	Buy	+12,064	New	+$847K	0.89%	28