KWB Wealth’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	$398K	Sell	5,541 -195	-3%	-$14K	0.05%	102
2025 Q1	$403K	Sell	5,736 -2,654	-32%	-$186K	0.05%	107
2024 Q4	$474K	Buy	8,390 +33	+0.4%	+$1.86K	0.06%	89
2024 Q3	$496K	Buy	+8,357	New	+$496K	0.06%	80