Napa 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	-20,828	Closed	-$1.5M	–	190
2025 Q1	$1.5M	Buy	+20,828	New	+$1.5M	0.84%	36