Wealth Management Partners’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	$313K	Buy	3,805 +128	+3%	+$10.5K	0.11%	109
2025 Q1	$264K	Sell	3,677 -3,037	-45%	-$218K	0.12%	102
2024 Q4	$472K	Sell	6,714 -309	-4%	-$21.7K	0.2%	79
2024 Q3	$397K	Sell	7,023 -50	-0.7%	-$2.83K	0.18%	82
2024 Q2	$420K	Buy	+7,073	New	+$420K	0.2%	71