Petix & Botte Financial’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	$307K	Hold	3,828	–	–	0.08%	107
2025 Q1	$275K	Hold	3,828	–	–	0.07%	106
2024 Q4	$269K	Hold	3,828	–	–	0.07%	110
2024 Q3	$216K	Hold	3,828	–	–	0.06%	120
2024 Q2	$227K	Buy	+3,828	New	+$227K	0.06%	113