Frederick Financial Consultants’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	$290K	Buy	3,618 +832	+30%	+$66.7K	0.18%	71
2025 Q1	$200K	Buy	+2,786	New	+$200K	0.14%	91