Wellspring Financial Advisors’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	$417K	Buy	+5,200	New	+$417K	0.04%	92
2024 Q4	–	Sell	-7,061	Closed	-$399K	–	177
2024 Q3	$399K	Buy	+7,061	New	+$399K	0.05%	95