Symphony Financial’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	$407K	Buy	+5,038	New	+$407K	0.05%	173
2025 Q1	–	Sell	-3,106	Closed	-$242K	–	224
2024 Q4	$242K	Buy	+3,106	New	+$242K	0.04%	198