Vertex Planning Partners’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,178	Closed	-$1.19M	–	205
2025 Q3	$1.19M	Buy	14,178 +34	+0.2%	+$2.76K	0.23%	65
2025 Q2	$1.13M	Sell	14,144 -62	-0.4%	-$4.47K	0.24%	63
2025 Q1	$1.02M	Sell	14,206 -83	-0.6%	-$6.23K	0.22%	60
2024 Q4	$1M	Buy	14,289 +596	+4%	+$40.7K	0.22%	63
2024 Q3	$774K	Sell	13,693 -21	-0.2%	-$1.19K	0.18%	62
2024 Q2	$814K	Buy	13,714 +105	+0.8%	+$6.2K	0.21%	58
2024 Q1	$789K	Sell	13,609 -1,026	-7%	-$53.7K	0.22%	55
2023 Q4	$720K	Buy	14,635 +1,065	+8%	+$46K	0.21%	59
2023 Q3	$554K	Sell	13,570 -2,229	-14%	-$96.2K	0.19%	64
2023 Q2	$674K	Buy	15,799 +170	+1%	+$6.84K	0.23%	59
2023 Q1	$584K	Sell	15,629 -2,534	-14%	-$110K	0.22%	57
2022 Q4	$750K	Buy	+18,163	New	+$804K	0.29%	47