Wells Fargo’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
149,843
+76,669
| +105% | +$5.6M | ﹤0.01% | 1664 |
|
|
2025
Q1 | $5.73M | Buy |
73,174
+15,152
| +26% | +$1.19M | ﹤0.01% | 2045 |
|
|
2024
Q4 | $3.94M | Buy |
58,022
+10,402
| +22% | +$706K | ﹤0.01% | 2301 |
|
|
2024
Q3 | $3.2M | Buy |
47,620
+1,610
| +3% | +$108K | ﹤0.01% | 2441 |
|
|
2024
Q2 | $2.79M | Buy |
46,010
+4,647
| +11% | +$282K | ﹤0.01% | 2473 |
|
|
2024
Q1 | $2.54M | Buy |
41,363
+3,114
| +8% | +$191K | ﹤0.01% | 2518 |
|
|
2023
Q4 | $2.38M | Sell |
38,249
-3,519
| -8% | -$219K | ﹤0.01% | 2507 |
|
|
2023
Q3 | $2.36M | Sell |
41,768
-3,116
| -7% | -$176K | ﹤0.01% | 2486 |
|
|
2023
Q2 | $2.85M | Buy |
44,884
+3,662
| +9% | +$232K | ﹤0.01% | 2475 |
|
|
2023
Q1 | $2.89M | Buy |
41,222
+1,119
| +3% | +$78.5K | ﹤0.01% | 2403 |
|
|
2022
Q4 | $2.76M | Sell |
40,103
-18,146
| -31% | -$1.25M | ﹤0.01% | 2391 |
|
|
2022
Q3 | $3.63M | Sell |
58,249
-689,067
| -92% | -$43M | ﹤0.01% | 2120 |
|
|
2022
Q2 | $55.6M | Sell |
747,316
-34,370
| -4% | -$2.56M | 0.02% | 608 |
|
|
2022
Q1 | $56.1M | Buy |
781,686
+43,159
| +6% | +$3.1M | 0.01% | 703 |
|
|
2021
Q4 | $48.2M | Sell |
738,527
-19,853
| -3% | -$1.29M | 0.01% | 765 |
|
|
2021
Q3 | $46.4M | Sell |
758,380
-10,031
| -1% | -$614K | 0.01% | 1090 |
|
|
2021
Q2 | $55.5M | Sell |
768,411
-132,201
| -15% | -$9.55M | 0.01% | 990 |
|
|
2021
Q1 | $66.5M | Sell |
900,612
-64,070
| -7% | -$4.73M | 0.02% | 872 |
|
|
2020
Q4 | $61.8M | Sell |
964,682
-18,963
| -2% | -$1.21M | 0.01% | 866 |
|
|
2020
Q3 | $52.3M | Sell |
983,645
-29,692
| -3% | -$1.58M | 0.01% | 846 |
|
|
2020
Q2 | $66.6M | Sell |
1,013,337
-31,032
| -3% | -$2.04M | 0.02% | 719 |
|
|
2020
Q1 | $77.8M | Sell |
1,044,369
-16,995
| -2% | -$1.27M | 0.03% | 557 |
|
|
2019
Q4 | $88.4M | Buy |
1,061,364
+10,929
| +1% | +$910K | 0.02% | 634 |
|
|
2019
Q3 | $91.6M | Buy |
1,050,435
+17,533
| +2% | +$1.53M | 0.03% | 602 |
|
|
2019
Q2 | $86.7M | Buy |
1,032,902
+9,464
| +0.9% | +$794K | 0.02% | 642 |
|
|
2019
Q1 | $84.2M | Buy |
1,023,438
+10,288
| +1% | +$847K | 0.03% | 622 |
|
|
2018
Q4 | $75.1M | Sell |
1,013,150
-25,251
| -2% | -$1.87M | 0.02% | 627 |
|
|
2018
Q3 | $76.4M | Sell |
1,038,401
-24,495
| -2% | -$1.8M | 0.02% | 706 |
|
|
2018
Q2 | $75.1M | Sell |
1,062,896
-62,665
| -6% | -$4.43M | 0.02% | 696 |
|
|
2018
Q1 | $81.4M | Buy |
1,125,561
+29,412
| +3% | +$2.13M | 0.02% | 657 |
|
|
2017
Q4 | $82.4M | Buy |
1,096,149
+36,231
| +3% | +$2.72M | 0.02% | 663 |
|
|
2017
Q3 | $79.1M | Buy |
1,059,918
+73,219
| +7% | +$5.47M | 0.02% | 651 |
|
|
2017
Q2 | $68.8M | Buy |
986,699
+7,323
| +0.7% | +$511K | 0.02% | 708 |
|
|
2017
Q1 | $66.1M | Buy |
979,376
+62,820
| +7% | +$4.24M | 0.02% | 714 |
|
|
2016
Q4 | $59.2M | Buy |
916,556
+285,010
| +45% | +$18.4M | 0.02% | 741 |
|
|
2016
Q3 | $40.3M | Buy |
631,546
+596,780
| +1,717% | +$38M | 0.01% | 873 |
|
|
2016
Q2 | $2.46M | Sell |
34,766
-19,733
| -36% | -$1.4M | ﹤0.01% | 2795 |
|
|
2016
Q1 | $3.69M | Buy |
54,499
+16,893
| +45% | +$1.14M | ﹤0.01% | 2497 |
|
|
2015
Q4 | $2.24M | Sell |
37,606
-12,561
| -25% | -$747K | ﹤0.01% | 2866 |
|
|
2015
Q3 | $2.74M | Buy |
50,167
+538
| +1% | +$29.3K | ﹤0.01% | 2736 |
|
|
2015
Q2 | $2.59M | Buy |
49,629
+15,477
| +45% | +$806K | ﹤0.01% | 2877 |
|
|
2015
Q1 | $1.75M | Sell |
34,152
-11,481
| -25% | -$588K | ﹤0.01% | 3093 |
|
|
2014
Q4 | $2.43M | Sell |
45,633
-36,294
| -44% | -$1.93M | ﹤0.01% | 2847 |
|
|
2014
Q3 | $3.8M | Buy |
81,927
+32,338
| +65% | +$1.5M | ﹤0.01% | 2517 |
|
|
2014
Q2 | $2.41M | Buy |
49,589
+13,584
| +38% | +$660K | ﹤0.01% | 2867 |
|
|
2014
Q1 | $1.7M | Sell |
36,005
-38,413
| -52% | -$1.81M | ﹤0.01% | 3079 |
|
|
2013
Q4 | $3.39M | Sell |
74,418
-1,940
| -3% | -$88.3K | ﹤0.01% | 2541 |
|
|
2013
Q3 | $3.44M | Sell |
76,358
-2,147
| -3% | -$96.6K | ﹤0.01% | 2470 |
|
|
2013
Q2 | $3.59M | Buy |
+78,505
| New | +$3.59M | ﹤0.01% | 2371 |
|