Ashton Thomas Private Wealth’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 | $13.2M | Sell |
164,135
-5,941
| -3% | -$476K | 0.46% | 46 |
|
|
2025
Q1 | $12.2M | Buy |
170,076
+30,047
| +21% | +$2.16M | 0.47% | 49 |
|
|
2024
Q4 | $9.84M | Buy |
140,029
+34,494
| +33% | +$2.42M | 0.38% | 61 |
|
|
2024
Q3 | $5.96M | Sell |
105,535
-5,406
| -5% | -$305K | 0.31% | 78 |
|
|
2024
Q2 | $6.59M | Buy |
110,941
+8
| +0% | +$475 | 0.36% | 69 |
|
|
2024
Q1 | $6.43M | Buy |
110,933
+3,299
| +3% | +$191K | 0.37% | 75 |
|
|
2023
Q4 | $5.3M | Sell |
107,634
-8,923
| -8% | -$439K | 0.33% | 81 |
|
|
2023
Q3 | $4.76M | Buy |
116,557
+4,674
| +4% | +$191K | 0.35% | 75 |
|
|
2023
Q2 | $4.78M | Buy |
111,883
+7,504
| +7% | +$320K | 0.36% | 72 |
|
|
2023
Q1 | $3.9M | Sell |
104,379
-3,826
| -4% | -$143K | 0.34% | 74 |
|
|
2022
Q4 | $4.47M | Sell |
108,205
-1,874
| -2% | -$77.4K | 0.44% | 59 |
|
|
2022
Q3 | $4.43M | Sell |
110,079
-5,807
| -5% | -$234K | 0.5% | 43 |
|
|
2022
Q2 | $4.54M | Buy |
115,886
+3,834
| +3% | +$150K | 0.49% | 51 |
|
|
2022
Q1 | $5.43M | Buy |
112,052
+59,676
| +114% | +$2.89M | 0.48% | 55 |
|
|
2021
Q4 | $2.51M | Buy |
52,376
+45,298
| +640% | +$2.17M | 0.24% | 110 |
|
|
2021
Q3 | $328K | Hold |
7,078
| – | – | 0.05% | 294 |
|
|
2021
Q2 | $321K | Buy |
7,078
+73
| +1% | +$3.31K | 0.05% | 286 |
|
|
2021
Q1 | $274K | Sell |
7,005
-300
| -4% | -$11.7K | 0.05% | 270 |
|
|
2020
Q4 | $220K | Buy |
+7,305
| New | +$220K | 0.04% | 282 |
|
|
2020
Q2 | – | Sell |
-17,259
| Closed | -$495K | – | 259 |
|
|
2020
Q1 | $495K | Sell |
17,259
-158
| -0.9% | -$4.53K | 0.2% | 126 |
|
|
2019
Q4 | $937K | Buy |
+17,417
| New | +$937K | 0.31% | 93 |
|