RW Investment Management’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	$241K	Buy	3,014 +142	+5%	+$11.4K	0.03%	95
2025 Q1	$206K	Hold	2,872	–	–	0.03%	94
2024 Q4	$202K	Buy	+2,872	New	+$202K	0.02%	98
2023 Q1	–	Sell	-16,313	Closed	-$674K	–	85
2022 Q4	$674K	Buy	+16,313	New	+$674K	0.27%	36