Heritage Family Offices’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	$911K	Hold	12,893	–	–	0.46%	54
2025 Q1	$926K	Buy	12,893 +18	+0.1%	+$1.29K	0.47%	52
2024 Q4	$904K	Buy	12,875 +18	+0.1%	+$1.26K	0.45%	49
2024 Q3	$726K	Buy	12,857 +24	+0.2%	+$1.36K	0.38%	58
2024 Q2	$762K	Buy	+12,833	New	+$762K	0.42%	54