Sagespring Wealth 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	$2.58M	Buy	32,145 +5,254	+20%	+$421K	0.06%	154
2025 Q1	$1.93M	Buy	26,891 +6,852	+34%	+$492K	0.05%	159
2024 Q4	$1.41M	Buy	+20,039	New	+$1.41M	0.04%	176