Aspireon Wealth Advisors
- SEC CIK
- 0001719203
- Latest filing
- May 23, 2023
WFC holding history
Wells Fargo & Company in every 13F filed by Aspireon Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WFC overviewAll 13F holders of WFCFull Q1 2023 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −5,124−100.0% | Sold out | Holders |
| Q4 2022 | 5,124 | $212.0K | 0.1% | +20.0% | Added | Holders |
| Q3 2022 | 5,122 | $206.0K | 0.1% | +20.0% | Added | Holders |
| Q2 2022 | 5,120 | $201.0K | 0.1% | +20.0% | Added | Holders |
| Q1 2022 | 5,118 | $248.0K | 0.1% | +10.0% | Added | Holders |
| Q4 2021 | 5,117 | $246.0K | 0.1% | −90−1.7% | Reduced | Holders |
| Q3 2021 | 5,207 | $242.0K | 0.2% | +93+1.8% | Added | Holders |
| Q2 2021 | 5,114 | $232.0K | 0.1% | +5,114 | New | Holders |