Entruity Wealth’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	$986K	Sell	12,311 -610	-5%	-$48.9K	0.84%	29
2025 Q1	$928K	Sell	12,921 -350	-3%	-$25.1K	0.87%	29
2024 Q4	$932K	Buy	+13,271	New	+$932K	0.92%	28