Aspire Private Capital’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 | $2.62M | Buy |
32,761
+1,721
| +6% | +$138K | 0.61% | 44 |
|
|
2025
Q1 | $2.23M | Buy |
31,040
+1,889
| +6% | +$136K | 0.55% | 43 |
|
|
2024
Q4 | $2.05M | Buy |
29,151
+362
| +1% | +$25.4K | 0.51% | 46 |
|
|
2024
Q3 | $1.63M | Buy |
28,789
+1,998
| +7% | +$113K | 0.39% | 49 |
|
|
2024
Q2 | $1.59M | Buy |
26,791
+1,638
| +7% | +$97.3K | 0.41% | 44 |
|
|
2024
Q1 | $1.46M | Buy |
25,153
+2,114
| +9% | +$123K | 0.38% | 44 |
|
|
2023
Q4 | $1.13M | Buy |
23,039
+678
| +3% | +$33.4K | 0.34% | 43 |
|
|
2023
Q3 | $914K | Buy |
22,361
+1,687
| +8% | +$68.9K | 0.3% | 45 |
|
|
2023
Q2 | $882K | Buy |
20,674
+35
| +0.2% | +$1.49K | 0.28% | 47 |
|
|
2023
Q1 | $772K | Buy |
20,639
+3,155
| +18% | +$118K | 0.26% | 49 |
|
|
2022
Q4 | $722K | Buy |
17,484
+1,729
| +11% | +$71.4K | 0.26% | 52 |
|
|
2022
Q3 | $634K | Buy |
15,755
+13,426
| +576% | +$540K | 0.24% | 53 |
|
|
2022
Q2 | $91K | Buy |
2,329
+128
| +6% | +$5K | 0.03% | 156 |
|
|
2022
Q1 | $107K | Sell |
2,201
-13
| -0.6% | -$632 | 0.03% | 156 |
|
|
2021
Q4 | $106K | Buy |
2,214
+1
| +0% | +$48 | 0.03% | 163 |
|
|
2021
Q3 | $103K | Sell |
2,213
-1,460
| -40% | -$68K | 0.03% | 160 |
|
|
2021
Q2 | $166K | Sell |
3,673
-19
| -0.5% | -$859 | 0.05% | 149 |
|
|
2021
Q1 | $144K | Hold |
3,692
| – | – | 0.05% | 166 |
|
|
2020
Q4 | $111K | Buy |
3,692
+13
| +0.4% | +$391 | 0.04% | 176 |
|
|
2020
Q3 | $86K | Buy |
+3,679
| New | +$86K | 0.04% | 180 |
|
|
2020
Q1 | – | Sell |
-3,540
| Closed | -$190K | – | 509 |
|
|
2019
Q4 | $190K | Hold |
3,540
| – | – | 0.08% | 110 |
|
|
2019
Q3 | $179K | Hold |
3,540
| – | – | 0.09% | 106 |
|
|
2019
Q2 | $168K | Hold |
3,540
| – | – | 0.08% | 119 |
|
|
2019
Q1 | $171K | Sell |
3,540
-71
| -2% | -$3.43K | 0.09% | 126 |
|
|
2018
Q4 | $166K | Buy |
+3,611
| New | +$166K | 0.1% | 120 |
|