ESL Trust 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	$253K	Sell	3,162 -88	-3%	-$7.05K	0.05%	49
2025 Q1	$233K	Hold	3,250	–	–	0.05%	52
2024 Q4	$228K	Buy	3,250 +3,162	+3,593%	+$222K	0.05%	54
2024 Q3	$4.97K	Sell	88 -116	-57%	-$6.55K	﹤0.01%	160
2024 Q2	$12.1K	Buy	+204	New	+$12.1K	﹤0.01%	122