Great Waters 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	$418K	Buy	5,213 +97	+2%	+$7.77K	0.05%	67
2025 Q1	$367K	Sell	5,116 -1,809	-26%	-$130K	0.05%	68
2024 Q4	$486K	Buy	6,925 +86	+1%	+$6.04K	0.06%	62
2024 Q3	$386K	Buy	6,839 +187	+3%	+$10.6K	0.05%	71
2024 Q2	$395K	Buy	+6,652	New	+$395K	0.06%	69