Ascent 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 | $2.59M | Sell |
32,269
-10,760
| -25% | -$862K | 0.1% | 191 |
|
|
2025
Q1 | $3.09M | Sell |
43,029
-13,199
| -23% | -$948K | 0.13% | 168 |
|
|
2024
Q4 | $3.95M | Buy |
56,228
+4,193
| +8% | +$295K | 0.3% | 84 |
|
|
2024
Q3 | $2.94M | Buy |
52,035
+13,101
| +34% | +$740K | 0.22% | 110 |
|
|
2024
Q2 | $2.31M | Buy |
38,934
+3,347
| +9% | +$199K | 0.19% | 144 |
|
|
2024
Q1 | $2.06M | Buy |
35,587
+26,591
| +296% | +$1.54M | 0.18% | 169 |
|
|
2023
Q4 | $440K | Buy |
8,996
+195
| +2% | +$9.54K | 0.04% | 366 |
|
|
2023
Q3 | $356K | Sell |
8,801
-1,125
| -11% | -$45.5K | 0.04% | 362 |
|
|
2023
Q2 | $442K | Sell |
9,926
-3,637
| -27% | -$162K | 0.05% | 324 |
|
|
2023
Q1 | $507K | Sell |
13,563
-984
| -7% | -$36.8K | 0.05% | 314 |
|
|
2022
Q4 | $601K | Sell |
14,547
-1,251
| -8% | -$51.7K | 0.07% | 283 |
|
|
2022
Q3 | $727K | Sell |
15,798
-1,339
| -8% | -$61.6K | 0.09% | 243 |
|
|
2022
Q2 | $752K | Buy |
17,137
+4,206
| +33% | +$185K | 0.09% | 244 |
|
|
2022
Q1 | $627K | Buy |
12,931
+157
| +1% | +$7.61K | 0.07% | 272 |
|
|
2021
Q4 | $686K | Buy |
+12,774
| New | +$686K | 0.09% | 250 |
|