Gallagher Capital 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	–	Sell	-5,733	Closed	-$412K	–	70
2025 Q1	$412K	Sell	5,733 -21	-0.4%	-$1.51K	0.31%	46
2024 Q4	$404K	Buy	+5,754	New	+$404K	0.29%	47