Compass Financial Services’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	$203K	Buy	2,533 +6	+0.2%	+$481	0.1%	50
2025 Q1	$181K	Buy	2,527 +863	+52%	+$61.9K	0.1%	44
2024 Q4	$117K	Buy	+1,664	New	+$117K	0.07%	48