Forza Wealth Management’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	$254K	Hold	3,164	–	–	0.1%	172
2025 Q1	$227K	Hold	3,164	–	–	0.1%	165
2024 Q4	$222K	Buy	+3,164	New	+$222K	0.1%	172