MGB 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	–	Sell	-2,819	Closed	-$202K	–	323
2025 Q1	$202K	Buy	+2,819	New	+$202K	0.07%	204