Aspen Investment Management’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
Q2 | $860K | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $536K | Hold |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $555K | Hold |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $391K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $481K | Sell |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $656K | Sell |
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|
2020
Q1 | $739K | Buy |
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|
2019
Q4 | $788K | Hold |
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|
2019
Q3 | $739K | Sell |
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|
2019
Q2 | $705K | Sell |
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|
2019
Q1 | $735K | Sell |
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|
2018
Q4 | $766K | Sell |
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|
2018
Q3 | $890K | Sell |
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|
2018
Q2 | $951K | Hold |
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|
2018
Q1 | $899K | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $964K | Sell |
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|
2017
Q2 | $979K | Hold |
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|
2017
Q1 | $984K | Sell |
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|
2016
Q4 | $991K | Hold |
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|
2016
Q3 | $796K | Sell |
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|
2016
Q2 | $857K | Hold |
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|
2016
Q1 | $875K | Sell |
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|
2015
Q4 | $988K | Hold |
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|
2015
Q3 | $933K | Sell |
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|
2015
Q2 | $1.04M | Hold |
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|
2015
Q1 | $1M | Buy |
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|
2014
Q4 | $995K | Hold |
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|
2014
Q3 | $942K | Sell |
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|
2014
Q2 | $1.58M | Sell |
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|
2014
Q1 | $1.5M | Buy |
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|
2013
Q4 | $1.37M | Sell |
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|
2013
Q3 | $1.31M | Sell |
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|
2013
Q2 | $1.31M | Buy |
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