Aspect Partners’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 | $10.8K | Buy |
135
+1
| +0.7% | +$80 | 0.01% | 272 |
|
|
2025
Q1 | $9.62K | Buy |
134
+64
| +91% | +$4.6K | 0.01% | 267 |
|
|
2024
Q4 | $4.92K | Hold |
70
| – | – | ﹤0.01% | 364 |
|
|
2024
Q3 | $3.95K | Hold |
70
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $4.16K | Hold |
70
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $4.06K | Hold |
70
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $3.45K | Buy |
+70
| New | +$3.45K | ﹤0.01% | 375 |
|