Garde Capital’s Wells Fargo WFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$81.5K	Buy	1,017 +59	+6%	+$4.73K	﹤0.01%	281
2025 Q1	$68.8K	Buy	+958	New	+$68.8K	﹤0.01%	286
2022 Q3	–	Sell	-3,336	Closed	-$131K	–	260
2022 Q2	$131K	Buy	3,336 +18	+0.5%	+$707	0.02%	232
2022 Q1	$161K	Buy	3,318 +15	+0.5%	+$728	0.02%	223
2021 Q4	$158K	Buy	+3,303	New	+$158K	0.02%	236
2021 Q2	–	Sell	-3,464	Closed	-$135K	–	282
2021 Q1	$135K	Sell	3,464 -12	-0.3%	-$468	0.02%	220
2020 Q4	$104K	Buy	+3,476	New	+$104K	0.01%	243
2019 Q1	–	Sell	-21,416	Closed	-$987K	–	169
2018 Q4	$987K	Hold	21,416	–	–	0.17%	70
2018 Q3	$1.13M	Sell	21,416 -220	-1%	-$11.6K	0.19%	65
2018 Q2	$1.2M	Buy	21,636 +220	+1%	+$12.2K	0.21%	60
2018 Q1	$1.12M	Hold	21,416	–	–	0.2%	60
2017 Q4	$1.3M	Sell	21,416 -240	-1%	-$14.6K	0.24%	54
2017 Q3	$1.19M	Buy	21,656 +17,950	+484%	+$990K	0.23%	57
2017 Q2	$205K	Hold	3,706	–	–	0.05%	131
2017 Q1	$206K	Sell	3,706 -50	-1%	-$2.78K	0.06%	110
2016 Q4	$207K	Sell	3,756 -18,488	-83%	-$1.02M	0.06%	114
2016 Q3	$1.14M	Buy	22,244 +17,044	+328%	+$875K	0.36%	51
2016 Q2	$246K	Buy	5,200 +3	+0.1%	+$142	0.08%	91
2016 Q1	$251K	Buy	5,197 +900	+21%	+$43.5K	0.08%	95
2015 Q4	$234K	Sell	4,297 -17,947	-81%	-$977K	0.08%	95
2015 Q3	$1.14M	Buy	22,244 +428	+2%	+$22K	0.36%	51
2015 Q2	$1.23M	Buy	21,816 +250	+1%	+$14.1K	0.37%	56
2015 Q1	$1.17M	Hold	21,566	–	–	0.36%	55
2014 Q4	$1.18M	Buy	+21,566	New	+$1.18M	0.36%	53