Jessup Wealth Management’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	$246K	Sell	3,072 -34	-1%	-$2.72K	0.1%	68
2025 Q1	$223K	Sell	3,106 -88	-3%	-$6.32K	0.09%	67
2024 Q4	$224K	Buy	+3,194	New	+$224K	0.1%	64