ORG Wealth Partners’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	$71.7K	Buy	880 +801	+1,014%	+$65.3K	0.02%	291
2025 Q1	$5.66K	Buy	+79	New	+$5.66K	﹤0.01%	597
2024 Q4	–	Sell	-1,430	Closed	-$80.8K	–	546
2024 Q3	$80.8K	Buy	+1,430	New	+$80.8K	0.03%	212