Petros Family Wealth’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	$461K	Sell	5,754 -1,098	-16%	-$88K	0.42%	71
2025 Q1	$492K	Buy	6,852 +295	+4%	+$21.2K	0.54%	55
2024 Q4	$461K	Buy	+6,557	New	+$461K	0.5%	57