Oregon Pacific 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	$284K	Buy	3,549 +45	+1%	+$3.61K	0.27%	100
2025 Q1	$252K	Buy	3,504 +214	+7%	+$15.4K	0.25%	104
2024 Q4	$231K	Buy	+3,290	New	+$231K	0.23%	108