Congress Wealth Management’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.89M	Buy	36,034 +7,380	+26%	+$532K	0.03%	496
2025 Q1	$2.08M	Buy	28,654 +21,202	+285%	+$1.59M	0.03%	487
2024 Q4	$524K	Buy	7,452 +1,091	+17%	+$74.5K	0.01%	632
2024 Q3	$359K	Buy	6,361 +1,062	+20%	+$60.1K	﹤0.01%	698
2024 Q2	$315K	Sell	5,299 -19,213	-78%	-$1.13M	0.01%	605
2024 Q1	$1.42M	Buy	24,512 +1,796	+8%	+$94K	0.02%	345
2023 Q4	$1.12M	Sell	22,716 -10	-0%	-$432	0.02%	380
2023 Q3	$929K	Sell	22,726 -511	-2%	-$22.1K	0.02%	384
2023 Q2	$992K	Sell	23,237 -311	-1%	-$12.5K	0.02%	342
2023 Q1	$880K	Buy	23,548 +5,608	+31%	+$244K	0.02%	357
2022 Q4	$741K	Buy	+17,940	New	+$794K	0.02%	365
2022 Q1	–	Sell	-29,929	Closed	-$1.44M	–	650
2021 Q4	$1.44M	Buy	+29,929	New	+$1.47M	0.03%	333