Sunpointe’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	$310K	Buy	3,866 +178	+5%	+$14.3K	0.12%	161
2025 Q1	$265K	Sell	3,688 -1,070	-22%	-$76.8K	0.14%	132
2024 Q4	$334K	Buy	4,758 +1,150	+32%	+$80.8K	0.17%	118
2024 Q3	$204K	Buy	+3,608	New	+$204K	0.17%	160