SWA

SFMG Wealth Advisors’s Wells Fargo WFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,036	Closed	-$247K	–	284
2023 Q3	$247K	Buy	+6,036	New	+$247K	0.03%	202
2015 Q2	–	Sell	-4,007	Closed	-$218K	–	170
2015 Q1	$218K	Buy	+4,007	New	+$218K	0.02%	162