Essential Planning’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	$208K	Buy	+2,596	New	+$208K	0.08%	80
2025 Q1	–	Sell	-137,618	Closed	-$9.37M	–	302
2024 Q4	$9.37M	Buy	+137,618	New	+$9.37M	0.06%	83