Nearwater Capital Markets’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	$40.1M	Sell	500,000 -175,000	-26%	-$14M	0.64%	27
2025 Q1	$48.5M	Buy	675,000 +140,000	+26%	+$10.1M	1.38%	15
2024 Q4	$37.6M	Buy	+535,000	New	+$37.6M	1.07%	23