Colonial River Investments’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,537	Closed	-$1.02M	–	264
2024 Q4	$1.02M	Buy	14,537 +730	+5%	+$51.3K	0.49%	51
2024 Q3	$780K	Buy	+13,807	New	+$780K	0.39%	63