Thurston Springer Miller Herd & Titak’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	$178K	Sell	2,220 -224	-9%	-$17.9K	0.02%	384
2025 Q1	$175K	Sell	2,444 -1,226	-33%	-$88K	0.03%	345
2024 Q4	$258K	Buy	3,670 +175	+5%	+$12.3K	0.05%	247
2024 Q3	$197K	Buy	3,495 +2,000	+134%	+$113K	0.05%	301
2024 Q2	$88.8K	Buy	+1,495	New	+$88.8K	0.03%	433