Synergy Asset 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	–	Sell	-15,540	Closed	-$1.12M	–	228
2025 Q1	$1.12M	Sell	15,540 -9,176	-37%	-$659K	0.14%	86
2024 Q4	$1.4M	Hold	24,716	–	–	0.11%	104
2024 Q3	$1.4M	Buy	+24,716	New	+$1.4M	0.21%	75