Strategic Financial Concepts’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	-4,174	Closed	-$300K	–	373
2025 Q1	$300K	Buy	+4,174	New	+$300K	0.06%	239
2024 Q3	–	Sell	-28,937	Closed	-$115K	–	739
2024 Q2	$115K	Buy	+28,937	New	+$115K	0.07%	166