Heritage Wealth Management (Ohio)’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	$287K	Sell	3,580 -375	-9%	-$30K	0.09%	188
2025 Q1	$284K	Hold	3,955	–	–	0.1%	191
2024 Q4	$278K	Buy	3,955 +210	+6%	+$14.8K	0.09%	195
2024 Q3	$212K	Hold	3,745	–	–	0.07%	219
2024 Q2	$223K	Buy	+3,745	New	+$223K	0.07%	207