Aspiriant Holdings S3’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2.98M | Buy |
54,899
+1,625
| +3% | +$88.3K | 1.28% | 33 |
|
|
2015
Q3 | $2.74M | Buy |
53,274
+1,352
| +3% | +$69.4K | 1.26% | 37 |
|
|
2015
Q2 | $2.92M | Buy |
51,922
+3,270
| +7% | +$184K | 1.16% | 38 |
|
|
2015
Q1 | $2.65M | Buy |
48,652
+926
| +2% | +$50.4K | 1.05% | 40 |
|
|
2014
Q4 | $2.62M | Buy |
47,726
+1,600
| +3% | +$87.7K | 1.08% | 39 |
|
|
2014
Q3 | $2.39M | Sell |
46,126
-715
| -2% | -$37.1K | 0.96% | 42 |
|
|
2014
Q2 | $2.46M | Buy |
46,841
+1,440
| +3% | +$75.7K | 0.98% | 42 |
|
|
2014
Q1 | $2.26M | Sell |
45,401
-90
| -0.2% | -$4.48K | 0.95% | 39 |
|
|
2013
Q4 | $2.07M | Sell |
45,491
-550
| -1% | -$25K | 0.81% | 48 |
|
|
2013
Q3 | $1.9M | Sell |
46,041
-219
| -0.5% | -$9.05K | 0.8% | 47 |
|
|
2013
Q2 | $1.91M | Buy |
+46,260
| New | +$1.91M | 0.86% | 48 |
|