American Trust’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 | $229K | Sell |
2,862
-72
| -2% | -$5.77K | 0.02% | 256 |
|
|
2025
Q1 | $211K | Sell |
2,934
-169
| -5% | -$12.1K | 0.05% | 117 |
|
|
2024
Q4 | $218K | Buy |
+3,103
| New | +$218K | 0.02% | 290 |
|
|
2024
Q3 | – | Sell |
-3,913
| Closed | -$232K | – | 290 |
|
|
2024
Q2 | $232K | Buy |
3,913
+175
| +5% | +$10.4K | 0.02% | 207 |
|
|
2024
Q1 | $217K | Buy |
+3,738
| New | +$217K | 0.02% | 255 |
|
|
2023
Q1 | – | Sell |
-15,168
| Closed | -$626K | – | 494 |
|
|
2022
Q4 | $626K | Sell |
15,168
-266
| -2% | -$11K | 0.06% | 178 |
|
|
2022
Q3 | $621K | Sell |
15,434
-360
| -2% | -$14.5K | 0.05% | 160 |
|
|
2022
Q2 | $619K | Buy |
15,794
+61
| +0.4% | +$2.39K | 0.05% | 183 |
|
|
2022
Q1 | $762K | Sell |
15,733
-818
| -5% | -$39.6K | 0.05% | 177 |
|
|
2021
Q4 | $794K | Buy |
+16,551
| New | +$794K | 0.06% | 121 |
|