Fountainhead AM’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
$478K Buy
5,960
+1,801
+43% +$144K 0.07% 117
2025
Q1
$299K Buy
4,159
+733
+21% +$52.6K 0.05% 134
2024
Q4
$241K Buy
+3,426
New +$241K 0.04% 145