American Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $621K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $762K | Sell |
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|
2021
Q4 | $794K | Buy |
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