Davis Investment 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 Q2	$305K	Buy	+3,738	New	+$305K	0.11%	134
2025 Q1	–	Sell	-3,043	Closed	-$213K	–	156
2024 Q4	$213K	Buy	+3,043	New	+$213K	0.09%	119