All Terrain Financial Advisors’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 | $919K | Buy |
11,466
+1,463
| +15% | +$117K | 0.26% | 44 |
|
|
2025
Q1 | $718K | Hold |
10,003
| – | – | 0.23% | 44 |
|
|
2024
Q4 | $703K | Sell |
10,003
-400
| -4% | -$28.1K | 0.23% | 44 |
|
|
2024
Q3 | $588K | Sell |
10,403
-900
| -8% | -$50.8K | 0.22% | 48 |
|
|
2024
Q2 | $671K | Buy |
11,303
+835
| +8% | +$49.6K | 0.27% | 46 |
|
|
2024
Q1 | $607K | Sell |
10,468
-1,172
| -10% | -$67.9K | 0.24% | 46 |
|
|
2023
Q4 | $573K | Hold |
11,640
| – | – | 0.22% | 43 |
|
|
2023
Q3 | $476K | Buy |
11,640
+1,273
| +12% | +$52K | 0.2% | 45 |
|
|
2023
Q2 | $442K | Hold |
10,367
| – | – | 0.17% | 45 |
|
|
2023
Q1 | $388K | Sell |
10,367
-225
| -2% | -$8.41K | 0.16% | 48 |
|
|
2022
Q4 | $437K | Sell |
10,592
-606
| -5% | -$25K | 0.19% | 47 |
|
|
2022
Q3 | $450K | Buy |
11,198
+1,455
| +15% | +$58.5K | 0.19% | 43 |
|
|
2022
Q2 | $382K | Sell |
9,743
-147
| -1% | -$5.76K | 0.16% | 48 |
|
|
2022
Q1 | $479K | Hold |
9,890
| – | – | 0.19% | 47 |
|
|
2021
Q4 | $475K | Buy |
9,890
+2,172
| +28% | +$104K | 0.19% | 42 |
|
|
2021
Q3 | $358K | Buy |
7,718
+2,168
| +39% | +$101K | 0.16% | 52 |
|
|
2021
Q2 | $251K | Hold |
5,550
| – | – | 0.11% | 68 |
|
|
2021
Q1 | $217K | Buy |
+5,550
| New | +$217K | 0.1% | 70 |
|
|
2020
Q2 | – | Sell |
-7,781
| Closed | -$223K | – | 111 |
|
|
2020
Q1 | $223K | Buy |
7,781
+1,494
| +24% | +$42.8K | 0.09% | 87 |
|
|
2019
Q4 | $338K | Hold |
6,287
| – | – | 0.11% | 79 |
|
|
2019
Q3 | $317K | Hold |
6,287
| – | – | 0.11% | 86 |
|
|
2019
Q2 | $297K | Hold |
6,287
| – | – | 0.1% | 92 |
|
|
2019
Q1 | $304K | Buy |
6,287
+375
| +6% | +$18.1K | 0.11% | 91 |
|
|
2018
Q4 | $272K | Sell |
5,912
-2,427
| -29% | -$112K | 0.11% | 98 |
|
|
2018
Q3 | $438K | Buy |
8,339
+403
| +5% | +$21.2K | 0.18% | 78 |
|
|
2018
Q2 | $440K | Buy |
7,936
+1,504
| +23% | +$83.4K | 0.2% | 77 |
|
|
2018
Q1 | $337K | Sell |
6,432
-1,487
| -19% | -$77.9K | 0.15% | 93 |
|
|
2017
Q4 | $480K | Buy |
+7,919
| New | +$480K | 0.22% | 70 |
|