HAM

Harmony Asset Management’s Wells Fargo WFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,247	Closed	-$635K	–	175
2024 Q3	$635K	Buy	+11,247	New	+$635K	0.23%	87
2024 Q1	–	Sell	-10,337	Closed	-$509K	–	156
2023 Q4	$509K	Buy	+10,337	New	+$509K	0.22%	85