Lionshead 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	$274K	Sell	3,420 -32	-0.9%	-$2.56K	0.25%	77
2025 Q1	$248K	Sell	3,452 -10	-0.3%	-$718	0.26%	75
2024 Q4	$243K	Buy	+3,462	New	+$243K	0.18%	99