GK 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	$416K	Sell	5,195 -150	-3%	-$12K	0.38%	65
2025 Q1	$384K	Buy	5,345 +1,191	+29%	+$85.5K	0.44%	58
2024 Q4	$292K	Buy	+4,154	New	+$292K	0.37%	86