Richards, Merrill & Peterson’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	-1,532	Closed	-$110K	–	474
2025 Q1	$110K	Hold	1,532	–	–	0.06%	180
2024 Q4	$108K	Buy	+1,532	New	+$108K	0.06%	181