Ayrshire Capital Management’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 | $416K | Buy |
5,193
+1,493
| +40% | +$120K | 0.2% | 42 |
|
|
2025
Q1 | $266K | Sell |
3,700
-2,800
| -43% | -$201K | 0.13% | 46 |
|
|
2024
Q4 | $457K | Hold |
6,500
| – | – | 0.22% | 41 |
|
|
2024
Q3 | $367K | Hold |
6,500
| – | – | 0.17% | 46 |
|
|
2024
Q2 | $386K | Buy |
6,500
+700
| +12% | +$41.6K | 0.2% | 45 |
|
|
2024
Q1 | $336K | Sell |
5,800
-1,710
| -23% | -$99.1K | 0.18% | 44 |
|
|
2023
Q4 | $370K | Buy |
+7,510
| New | +$370K | 0.21% | 43 |
|
|
2020
Q1 | – | Sell |
-22,488
| Closed | -$1.21M | – | 65 |
|
|
2019
Q4 | $1.21M | Buy |
+22,488
| New | +$1.21M | 1% | 36 |
|