Shakespeare Wealth Management’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Sell	12,900 -34	-0.3%	-$2.92K	0.24%	41
2025 Q4	$1.21M	Buy	12,934 +11	+0.1%	+$955	0.27%	38
2025 Q3	$1.08M	Sell	12,923 -106	-0.8%	-$8.6K	0.25%	41
2025 Q2	$1.04M	Buy	13,029 +13	+0.1%	+$937	0.28%	40
2025 Q1	$934K	Sell	13,016 -823	-6%	-$61.8K	0.25%	40
2024 Q4	$972K	Buy	13,839 +130	+0.9%	+$8.88K	0.26%	40
2024 Q3	$774K	Sell	13,709 -14	-0.1%	-$792	0.2%	47
2024 Q2	$815K	Buy	13,723 +14	+0.1%	+$826	0.24%	42
2024 Q1	$795K	Hold	13,709	–	–	0.23%	44
2023 Q4	$675K	Hold	13,709	–	–	0.21%	44
2023 Q3	$560K	Sell	13,709 -200	-1%	-$8.63K	0.2%	47
2023 Q2	$594K	Hold	13,909	–	–	0.2%	44
2023 Q1	$520K	Hold	13,909	–	–	0.18%	44
2022 Q4	$574K	Sell	13,909 -15	-0.1%	-$664	0.21%	44
2022 Q3	$560K	Sell	13,924 -75	-0.5%	-$3.22K	0.24%	43
2022 Q2	$556K	Buy	13,999 +75	+0.5%	+$3.29K	0.23%	44
2022 Q1	$675K	Buy	13,924 +215	+2%	+$11.5K	0.24%	40
2021 Q4	$658K	Sell	13,709 -272	-2%	-$13.4K	0.23%	42
2021 Q3	$657K	Buy	13,981 +272	+2%	+$12.6K	0.25%	42
2021 Q2	$669K	Hold	13,709	–	–	0.26%	42
2021 Q1	$536K	Hold	13,709	–	–	0.22%	45
2020 Q4	$414K	Sell	13,709 -9,988	-42%	-$259K	0.18%	47
2020 Q3	$557K	Hold	23,697	–	–	0.29%	42
2020 Q2	$607K	Sell	23,697 -2,175	-8%	-$59.5K	0.35%	38
2020 Q1	$743K	Buy	25,872 +2,175	+9%	+$92.5K	0.51%	33
2019 Q4	$1.27M	Hold	23,697	–	–	0.69%	32
2019 Q3	$1.2M	Sell	23,697 -2,046	-8%	-$96.4K	0.69%	30
2019 Q2	$1.22M	Buy	+25,743	New	+$1.2M	0.79%	29