Aspire Private Capital’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
Q3 | $2.62M | Hold |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $2.05M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $914K | Buy |
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|
2023
Q2 | $882K | Buy |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $722K | Buy |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $107K | Sell |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $103K | Sell |
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|
2021
Q2 | $166K | Sell |
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|
2021
Q1 | $144K | Hold |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $86K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $190K | Hold |
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|
2019
Q3 | $179K | Hold |
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|
2019
Q2 | $168K | Hold |
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|
2019
Q1 | $171K | Sell |
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|
2018
Q4 | $166K | Buy |
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