Litman Gregory Wealth Management’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$51.7K	Buy	+555	New	+$48.2K	﹤0.01%	232
2021 Q2	–	Sell	-555	Closed	-$22K	–	190
2021 Q1	$22K	Hold	555	–	–	﹤0.01%	129
2020 Q4	$17K	Hold	555	–	–	﹤0.01%	141
2020 Q3	$13K	Hold	555	–	–	﹤0.01%	138
2020 Q2	$14K	Hold	555	–	–	﹤0.01%	124
2020 Q1	$16K	Hold	555	–	–	﹤0.01%	112
2019 Q4	$30K	Sell	555 -312	-36%	-$16.3K	0.01%	108
2019 Q3	$44K	Sell	867 -544	-39%	-$25.6K	0.01%	80
2019 Q2	$67K	Buy	1,411 +541	+62%	+$25.3K	0.02%	77
2019 Q1	$42K	Sell	870 -7,623	-90%	-$375K	0.01%	72
2018 Q4	$391K	Buy	8,493 +7,793	+1,113%	+$399K	0.12%	41
2018 Q3	$37K	Hold	700	–	–	0.01%	63
2018 Q2	$39K	Hold	700	–	–	0.02%	58
2018 Q1	$37K	Hold	700	–	–	0.02%	112
2017 Q4	$42	Hold	700	–	–	0.01%	53
2017 Q3	$39K	Buy	+700	New	+$37.2K	0.02%	56