Ascent Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.99M | Buy |
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|
2025
Q2 | $2.59M | Sell |
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|
2025
Q1 | $3.09M | Sell |
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|
2024
Q4 | $3.95M | Buy |
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|
2024
Q3 | $2.94M | Buy |
|
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $442K | Sell |
|
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $752K | Buy |
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|
2022
Q1 | $627K | Buy |
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|
2021
Q4 | $686K | Buy |
|