Aspen Investment Management’s Wells Fargo WFC Stock Holding History

Aspen Investment Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$860K	Buy	10,738 +575	+6%	+$46.1K	0.36%	75
2025 Q1	$730K	Buy	10,163 +687	+7%	+$49.3K	0.34%	81
2024 Q4	$666K	Sell	9,476 -4	-0%	-$281	0.31%	83
2024 Q3	$536K	Hold	9,480	–	–	0.25%	94
2024 Q2	$563K	Sell	9,480 -100	-1%	-$5.94K	0.28%	93
2024 Q1	$555K	Hold	9,580	–	–	0.28%	95
2023 Q4	$472K	Hold	9,580	–	–	0.26%	91
2023 Q3	$391K	Hold	9,580	–	–	0.24%	102
2023 Q2	$409K	Hold	9,580	–	–	0.24%	100
2023 Q1	$358K	Sell	9,580 -500	-5%	-$18.7K	0.23%	98
2022 Q4	$416K	Sell	10,080 -11	-0.1%	-$454	0.27%	96
2022 Q3	$406K	Hold	10,091	–	–	0.27%	100
2022 Q2	$395K	Sell	10,091 -100	-1%	-$3.91K	0.25%	103
2022 Q1	$494K	Sell	10,191 -438	-4%	-$21.2K	0.26%	100
2021 Q4	$510K	Sell	10,629 -9	-0.1%	-$432	0.25%	103
2021 Q3	$494K	Buy	10,638 +20	+0.2%	+$929	0.26%	97
2021 Q2	$481K	Sell	10,618 -104	-1%	-$4.71K	0.25%	101
2021 Q1	$419K	Sell	10,722 -105	-1%	-$4.1K	0.23%	98
2020 Q4	$327K	Sell	10,827 -787	-7%	-$23.8K	0.19%	107
2020 Q3	$273K	Sell	11,614 -13,993	-55%	-$329K	0.18%	103
2020 Q2	$656K	Sell	25,607 -155	-0.6%	-$3.97K	0.47%	69
2020 Q1	$739K	Buy	25,762 +11,110	+76%	+$319K	0.64%	51
2019 Q4	$788K	Hold	14,652	–	–	0.49%	70
2019 Q3	$739K	Sell	14,652 -250	-2%	-$12.6K	0.49%	70
2019 Q2	$705K	Sell	14,902 -300	-2%	-$14.2K	0.46%	72
2019 Q1	$735K	Sell	15,202 -1,425	-9%	-$68.9K	0.51%	66
2018 Q4	$766K	Sell	16,627 -300	-2%	-$13.8K	0.61%	54
2018 Q3	$890K	Sell	16,927 -223	-1%	-$11.7K	0.59%	57
2018 Q2	$951K	Hold	17,150	–	–	0.66%	45
2018 Q1	$899K	Sell	17,150 -224	-1%	-$11.7K	0.64%	47
2017 Q4	$1.05M	Sell	17,374 -100	-0.6%	-$6.07K	0.75%	40
2017 Q3	$964K	Sell	17,474 -200	-1%	-$11K	0.72%	40
2017 Q2	$979K	Hold	17,674	–	–	0.74%	35
2017 Q1	$984K	Sell	17,674 -300	-2%	-$16.7K	0.73%	34
2016 Q4	$991K	Hold	17,974	–	–	0.75%	32
2016 Q3	$796K	Sell	17,974 -125	-0.7%	-$5.54K	0.63%	39
2016 Q2	$857K	Hold	18,099	–	–	0.71%	38
2016 Q1	$875K	Sell	18,099 -74	-0.4%	-$3.58K	0.8%	32
2015 Q4	$988K	Hold	18,173	–	–	0.98%	26
2015 Q3	$933K	Sell	18,173 -280	-2%	-$14.4K	0.91%	30
2015 Q2	$1.04M	Hold	18,453	–	–	0.87%	26
2015 Q1	$1M	Buy	18,453 +300	+2%	+$16.3K	0.8%	32
2014 Q4	$995K	Hold	18,153	–	–	0.84%	33
2014 Q3	$942K	Sell	18,153 -12,000	-40%	-$623K	0.79%	36
2014 Q2	$1.59M	Sell	30,153 -110	-0.4%	-$5.78K	0.97%	30
2014 Q1	$1.51M	Buy	30,263 +14	+0%	+$696	0.96%	30
2013 Q4	$1.37M	Sell	30,249 -1,548	-5%	-$70.3K	0.92%	34
2013 Q3	$1.31M	Sell	31,797 -11	-0%	-$455	0.93%	33
2013 Q2	$1.31M	Buy	+31,808	New	+$1.31M	0.89%	34