Ethos Financial Group’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	$248K	Buy	3,098 +247	+9%	+$19.8K	0.02%	378
2025 Q1	$201K	Buy	2,851 +484	+20%	+$34.1K	0.02%	392
2024 Q4	$166K	Buy	+2,367	New	+$166K	0.02%	302