Triad Wealth Partners’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	$246K	Buy	+3,072	New	+$246K	0.05%	248
2024 Q3	–	Sell	-1,003	Closed	-$59.6K	–	941
2024 Q2	$59.6K	Buy	+1,003	New	+$59.6K	0.03%	201