Voisard Asset Management Group’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,571	Closed	-$88.7K	–	670
2024 Q3	$88.7K	Buy	1,571 +227	+17%	+$12.8K	0.04%	141
2024 Q2	$79.8K	Sell	1,344 -720	-35%	-$42.8K	0.04%	122
2024 Q1	$120K	Hold	2,064	–	–	0.07%	75
2023 Q4	$102K	Buy	+2,064	New	+$102K	0.06%	88