SwitchPoint Financial Planning’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	$500K	Buy	6,240 +44	+0.7%	+$3.53K	0.41%	38
2025 Q1	$445K	Buy	+6,196	New	+$445K	0.42%	30