Marshall & Sterling Wealth 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	$60.8K	Buy	759 +1	+0.1%	+$80	0.04%	140
2025 Q1	$54.4K	Buy	758 +223	+42%	+$16K	0.04%	145
2024 Q4	$37.6K	Buy	+535	New	+$37.6K	0.03%	150