AGC
Aspen Grove Capital’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
38,449
+1,242
| +3% | +$99.5K | 0.52% | 31 |
|
|
2025
Q1 | $2.67M | Sell |
37,207
-147
| -0.4% | -$10.6K | 0.51% | 35 |
|
|
2024
Q4 | $2.62M | Sell |
37,354
-185
| -0.5% | -$13K | 0.56% | 34 |
|
|
2024
Q3 | $2.12M | Sell |
37,539
-1
| -0% | -$56 | 0.47% | 37 |
|
|
2024
Q2 | $2.23M | Sell |
37,540
-87
| -0.2% | -$5.17K | 0.52% | 33 |
|
|
2024
Q1 | $2.18M | Sell |
37,627
-19,240
| -34% | -$1.12M | 0.62% | 31 |
|
|
2023
Q4 | $2.8M | Sell |
56,867
-1,491
| -3% | -$73.3K | 0.85% | 23 |
|
|
2023
Q3 | $2.38M | Sell |
58,358
-21,988
| -27% | -$898K | 0.89% | 23 |
|
|
2023
Q2 | $3.43M | Buy |
80,346
+4,219
| +6% | +$180K | 1.11% | 20 |
|
|
2023
Q1 | $2.85M | Sell |
76,127
-3,040
| -4% | -$114K | 1.24% | 19 |
|
|
2022
Q4 | $3.27M | Buy |
+79,167
| New | +$3.27M | 1.51% | 14 |
|