AMG
Advisors Management Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
8,438
-315
| -4% | -$25.2K | 0.13% | 94 |
|
|
2025
Q1 | $628K | Hold |
8,753
| – | – | 0.14% | 95 |
|
|
2024
Q4 | $615K | Hold |
8,753
| – | – | 0.15% | 96 |
|
|
2024
Q3 | $494K | Hold |
8,753
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $520K | Sell |
8,753
-457
| -5% | -$27.2K | 0.13% | 99 |
|
|
2024
Q1 | $534K | Sell |
9,210
-10
| -0.1% | -$580 | 0.13% | 97 |
|
|
2023
Q4 | $454K | Sell |
9,220
-119
| -1% | -$5.86K | 0.12% | 99 |
|
|
2023
Q3 | $382K | Sell |
9,339
-16
| -0.2% | -$654 | 0.12% | 104 |
|
|
2023
Q2 | $399K | Sell |
9,355
-146
| -2% | -$6.23K | 0.12% | 101 |
|
|
2023
Q1 | $355K | Sell |
9,501
-90
| -0.9% | -$3.36K | 0.11% | 100 |
|
|
2022
Q4 | $396K | Hold |
9,591
| – | – | 0.15% | 87 |
|
|
2022
Q3 | $386K | Sell |
9,591
-514
| -5% | -$20.7K | 0.15% | 88 |
|
|
2022
Q2 | $396K | Buy |
10,105
+91
| +0.9% | +$3.57K | 0.14% | 90 |
|
|
2022
Q1 | $485K | Sell |
10,014
-138
| -1% | -$6.68K | 0.16% | 78 |
|
|
2021
Q4 | $487K | Sell |
10,152
-2
| -0% | -$96 | 0.15% | 82 |
|
|
2021
Q3 | $471K | Sell |
10,154
-165,759
| -94% | -$7.69M | 0.15% | 83 |
|
|
2021
Q2 | $7.97M | Buy |
175,913
+21,460
| +14% | +$972K | 2.38% | 7 |
|
|
2021
Q1 | $6.03M | Buy |
+154,453
| New | +$6.03M | 1.9% | 14 |
|