Core Wealth Partners’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	-4,237	Closed	-$298K	–	178
2024 Q4	$298K	Buy	+4,237	New	+$298K	0.17%	124
2023 Q1	–	Sell	-28,914	Closed	-$320K	–	140
2022 Q4	$320K	Buy	+28,914	New	+$320K	0.36%	67