J. Safra Sarasin Holding’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	–	Sell	-4,500	Closed	-$323K	–	550
2025 Q1	$323K	Buy	4,500 +886	+25%	+$63.6K	0.01%	444
2024 Q4	$254K	Buy	+3,614	New	+$254K	﹤0.01%	443
2024 Q3	–	Sell	-4,419	Closed	-$262K	–	486
2024 Q2	$262K	Buy	+4,419	New	+$262K	﹤0.01%	437