Heartwood Wealth Advisors’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	$260K	Buy	+3,244	New	+$260K	0.03%	162
2024 Q3	–	Sell	-4,718	Closed	-$280K	–	179
2024 Q2	$280K	Buy	4,718 +1,235	+35%	+$73.3K	0.03%	139
2024 Q1	$202K	Buy	+3,483	New	+$202K	0.02%	157