North Capital’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	$240K	Sell	2,990 -4	-0.1%	-$320	0.21%	61
2025 Q1	$215K	Buy	+2,994	New	+$215K	0.2%	71