Waller Financial Planning Group’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	$252K	Hold	3,151	–	–	0.06%	67
2025 Q1	$226K	Buy	+3,151	New	+$226K	0.06%	69