QTR 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	–	Sell	-4,580	Closed	-$329K	–	198
2025 Q1	$329K	Buy	+4,580	New	+$329K	0.25%	103