Kapstone Financial 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	$205K	Buy	+2,557	New	+$205K	0.1%	108
2025 Q1	–	Sell	-2,557	Closed	-$200K	–	118
2024 Q4	$200K	Buy	+2,557	New	+$200K	0.11%	103
2023 Q1	–	Sell	-4,662	Closed	-$220K	–	103
2022 Q4	$220K	Buy	+4,662	New	+$220K	0.2%	92