Laidlaw 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
2022 Q2	–	Sell	-4,885	Closed	-$237K	–	420
2022 Q1	$237K	Buy	4,885 +75	+2%	+$3.64K	0.04%	339
2021 Q4	$231K	Buy	4,810 +368	+8%	+$17.7K	0.04%	361
2021 Q3	$206K	Sell	4,442 -2,884	-39%	-$134K	0.05%	234
2021 Q2	$332K	Buy	+7,326	New	+$332K	0.09%	188