VCI Wealth Management’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18,889	Closed	-$1.12M	–	125
2024 Q2	$1.12M	Buy	18,889 +4,038	+27%	+$240K	0.55%	46
2024 Q1	$861K	Sell	14,851 -862	-5%	-$50K	0.58%	45
2023 Q4	$773K	Buy	+15,713	New	+$773K	0.47%	64