Aspiriant LLC’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 | $1.81M | Buy |
22,650
+769
| +4% | +$61.6K | 0.06% | 108 |
|
|
2025
Q1 | $1.57M | Sell |
21,881
-170
| -0.8% | -$12.2K | 0.05% | 108 |
|
|
2024
Q4 | $1.55M | Sell |
22,051
-2,379
| -10% | -$167K | 0.06% | 112 |
|
|
2024
Q3 | $1.38M | Buy |
24,430
+977
| +4% | +$55.2K | 0.05% | 118 |
|
|
2024
Q2 | $1.39M | Sell |
23,453
-2,148
| -8% | -$128K | 0.06% | 109 |
|
|
2024
Q1 | $1.48M | Sell |
25,601
-746
| -3% | -$43.2K | 0.06% | 114 |
|
|
2023
Q4 | $1.3M | Sell |
26,347
-809
| -3% | -$39.8K | 0.06% | 122 |
|
|
2023
Q3 | $1.11M | Buy |
27,156
+901
| +3% | +$36.8K | 0.06% | 127 |
|
|
2023
Q2 | $1.12M | Buy |
26,255
+168
| +0.6% | +$7.17K | 0.06% | 125 |
|
|
2023
Q1 | $975K | Sell |
26,087
-4,791
| -16% | -$179K | 0.05% | 133 |
|
|
2022
Q4 | $1.27M | Buy |
30,878
+934
| +3% | +$38.6K | 0.07% | 112 |
|
|
2022
Q3 | $1.2M | Sell |
29,944
-211
| -0.7% | -$8.48K | 0.06% | 105 |
|
|
2022
Q2 | $1.18M | Sell |
30,155
-171
| -0.6% | -$6.7K | 0.06% | 108 |
|
|
2022
Q1 | $1.47M | Buy |
30,326
+4,768
| +19% | +$231K | 0.08% | 105 |
|
|
2021
Q4 | $1.23M | Buy |
25,558
+842
| +3% | +$40.5K | 0.07% | 118 |
|
|
2021
Q3 | $1.15M | Sell |
24,716
-125
| -0.5% | -$5.81K | 0.07% | 110 |
|
|
2021
Q2 | $1.13M | Buy |
24,841
+2,632
| +12% | +$119K | 0.06% | 107 |
|
|
2021
Q1 | $868K | Buy |
22,209
+1
| +0% | +$39 | 0.06% | 115 |
|
|
2020
Q4 | $670K | Sell |
22,208
-11,348
| -34% | -$342K | 0.05% | 132 |
|
|
2020
Q3 | $789K | Buy |
33,556
+9,125
| +37% | +$215K | 0.06% | 117 |
|
|
2020
Q2 | $624K | Sell |
24,431
-4,523
| -16% | -$116K | 0.06% | 117 |
|
|
2020
Q1 | $833K | Sell |
28,954
-461
| -2% | -$13.3K | 0.08% | 88 |
|
|
2019
Q4 | $1.58M | Sell |
29,415
-12
| -0% | -$646 | 0.15% | 67 |
|
|
2019
Q3 | $1.49M | Sell |
29,427
-2,912
| -9% | -$147K | 0.13% | 80 |
|
|
2019
Q2 | $1.53M | Sell |
32,339
-2,053
| -6% | -$97.1K | 0.13% | 87 |
|
|
2019
Q1 | $1.66M | Sell |
34,392
-10,191
| -23% | -$492K | 0.14% | 85 |
|
|
2018
Q4 | $2.06M | Buy |
44,583
+973
| +2% | +$44.9K | 0.16% | 79 |
|
|
2018
Q3 | $2.29M | Sell |
43,610
-14,907
| -25% | -$784K | 0.2% | 75 |
|
|
2018
Q2 | $3.24M | Buy |
58,517
+8,739
| +18% | +$484K | 0.28% | 58 |
|
|
2018
Q1 | $2.61M | Buy |
+49,778
| New | +$2.61M | 0.23% | 63 |
|
|
2017
Q4 | – | Sell |
-43,402
| Closed | -$2.39M | – | 188 |
|
|
2017
Q3 | $2.39M | Sell |
43,402
-34,822
| -45% | -$1.92M | 0.2% | 68 |
|
|
2017
Q2 | $4.33M | Buy |
78,224
+9,499
| +14% | +$526K | 0.38% | 44 |
|
|
2017
Q1 | $3.83M | Buy |
68,725
+7,755
| +13% | +$432K | 0.33% | 52 |
|
|
2016
Q4 | $3.36M | Buy |
60,970
+313
| +0.5% | +$17.2K | 0.3% | 49 |
|
|
2016
Q3 | $2.69M | Buy |
60,657
+7,610
| +14% | +$337K | 0.27% | 55 |
|
|
2016
Q2 | $2.96M | Sell |
53,047
-3,914
| -7% | -$218K | 0.28% | 64 |
|
|
2016
Q1 | $2.76M | Buy |
+56,961
| New | +$2.76M | 0.26% | 56 |
|
|
2015
Q4 | – | Sell |
-23,557
| Closed | -$1.32M | – | 104 |
|
|
2015
Q3 | $1.32M | Buy |
23,557
+774
| +3% | +$43.4K | 0.11% | 49 |
|
|
2015
Q2 | $1.28M | Buy |
+22,783
| New | +$1.28M | 0.13% | 40 |
|