McMill 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	$280K	Buy	3,491 +12	+0.3%	+$962	0.09%	45
2025 Q1	$250K	Buy	3,479 +30	+0.9%	+$2.15K	0.09%	45
2024 Q4	$242K	Buy	+3,449	New	+$242K	0.1%	43