Trivium Point Advisory’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	$398K	Buy	4,962 +804	+19%	+$64.4K	0.04%	256
2025 Q1	$298K	Buy	4,158 +584	+16%	+$41.9K	0.04%	285
2024 Q4	$251K	Buy	3,574 +542	+18%	+$38.1K	0.03%	309
2024 Q3	$221K	Buy	+3,032	New	+$221K	0.03%	314