Sargent Investment 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	$328K	Sell	4,220 -35	-0.8%	-$2.72K	0.04%	184
2025 Q1	$305K	Buy	4,255 +551	+15%	+$39.6K	0.05%	184
2024 Q4	$261K	Buy	+3,704	New	+$261K	0.04%	201