Aries Wealth Management’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 | $216K | Buy |
+2,700
| New | +$216K | 0.06% | 208 |
|
|
2020
Q1 | – | Sell |
-13,660
| Closed | -$725K | – | 157 |
|
|
2019
Q4 | $725K | Hold |
13,660
| – | – | 0.44% | 61 |
|
|
2019
Q3 | $672K | Hold |
13,660
| – | – | 0.45% | 64 |
|
|
2019
Q2 | $653K | Hold |
13,660
| – | – | 0.46% | 64 |
|
|
2019
Q1 | $660K | Hold |
13,660
| – | – | 0.49% | 55 |
|
|
2018
Q4 | $629K | Hold |
13,660
| – | – | 0.67% | 49 |
|
|
2018
Q3 | $718K | Hold |
13,660
| – | – | 0.64% | 50 |
|
|
2018
Q2 | $783K | Hold |
13,660
| – | – | 0.72% | 45 |
|
|
2018
Q1 | $719K | Hold |
13,660
| – | – | 0.7% | 46 |
|
|
2017
Q4 | $877K | Buy |
+13,660
| New | +$877K | 0.81% | 37 |
|