Flagship Wealth Advisors’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	$205K	Buy	2,556 +556	+28%	+$44.5K	0.08%	113
2025 Q1	$144K	Sell	2,000 -191	-9%	-$13.7K	0.06%	127
2024 Q4	$154K	Buy	+2,191	New	+$154K	0.09%	111