Guardian Partners’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	$4.81M	Buy	58,847 +1,500	+3%	+$123K	0.43%	62
2025 Q1	$3.9M	Sell	57,347 -1,926	-3%	-$131K	0.4%	70
2024 Q4	$4.24M	Buy	+59,273	New	+$4.24M	0.43%	65