Fiduciary 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	$1.03M	Buy	12,699 +54	+0.4%	+$4.4K	0.19%	76
2025 Q1	$798K	Buy	12,645 +368	+3%	+$23.2K	0.17%	84
2024 Q4	$859K	Sell	12,277 -113	-0.9%	-$7.91K	0.19%	75
2024 Q3	$710K	Sell	12,390 -169	-1%	-$9.68K	0.16%	83
2024 Q2	$757K	Buy	+12,559	New	+$757K	0.18%	77