Smith & Howard Wealth 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	$244K	Sell	3,040 -20	-0.7%	-$1.6K	0.06%	70
2025 Q1	$220K	Hold	3,060	–	–	0.06%	75
2024 Q4	$215K	Buy	+3,060	New	+$215K	0.06%	78
2020 Q1	–	Sell	-5,738	Closed	-$309K	–	90
2019 Q4	$309K	Sell	5,738 -80	-1%	-$4.31K	0.11%	62
2019 Q3	$293K	Sell	5,818 -658	-10%	-$33.1K	0.12%	58
2019 Q2	$306K	Sell	6,476 -412	-6%	-$19.5K	0.13%	45
2019 Q1	$333K	Buy	6,888 +1,796	+35%	+$86.8K	0.16%	36
2018 Q4	$235K	Buy	5,092 +169	+3%	+$7.8K	0.13%	47
2018 Q3	$259K	Hold	4,923	–	–	0.11%	42
2018 Q2	$273K	Buy	4,923 +646	+15%	+$35.8K	0.12%	40
2018 Q1	$224K	Hold	4,277	–	–	0.1%	42
2017 Q4	$259K	Hold	4,277	–	–	0.12%	36
2017 Q3	$236K	Sell	4,277 -333	-7%	-$18.4K	0.11%	38
2017 Q2	$255K	Hold	4,610	–	–	0.12%	44
2017 Q1	$257K	Hold	4,610	–	–	0.12%	42
2016 Q4	$254K	Hold	4,610	–	–	0.13%	39
2016 Q3	$204K	Hold	4,610	–	–	0.11%	38
2016 Q2	$218K	Sell	4,610 -1,156	-20%	-$54.7K	0.1%	41
2016 Q1	$279K	Buy	5,766 +1,156	+25%	+$55.9K	0.12%	49
2015 Q4	$251K	Hold	4,610	–	–	0.12%	51
2015 Q3	$237K	Hold	4,610	–	–	0.11%	44
2015 Q2	$259K	Hold	4,610	–	–	0.11%	62
2015 Q1	$251K	Hold	4,610	–	–	0.11%	62
2014 Q4	$253K	Hold	4,610	–	–	0.12%	41
2014 Q3	$239K	Hold	4,610	–	–	0.12%	37
2014 Q2	$242K	Buy	+4,610	New	+$242K	0.13%	35
2014 Q1	–	Sell	-4,610	Closed	-$209K	–	216
2013 Q4	$209K	Hold	4,610	–	–	0.12%	36
2013 Q3	$190K	Hold	4,610	–	–	0.11%	36
2013 Q2	$190K	Buy	+4,610	New	+$190K	0.12%	35