Coastwise Capital Group’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	$921K	Sell	11,495 -52	-0.5%	-$4.17K	0.73%	38
2025 Q1	$829K	Sell	11,547 -14,854	-56%	-$1.07M	0.7%	41
2024 Q4	$1.85M	Sell	26,401 -35	-0.1%	-$2.46K	1.48%	14
2024 Q3	$1.49M	Buy	+26,436	New	+$1.49M	1.23%	20