AMG National Trust Bank’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 | $1.36M | Buy |
16,991
+66
| +0.4% | +$5.29K | 0.04% | 255 |
|
|
2025
Q1 | $1.22M | Buy |
16,925
+3,771
| +29% | +$271K | 0.03% | 257 |
|
|
2024
Q4 | $924K | Sell |
13,154
-835
| -6% | -$58.7K | 0.03% | 292 |
|
|
2024
Q3 | $790K | Sell |
13,989
-2,384
| -15% | -$135K | 0.02% | 315 |
|
|
2024
Q2 | $972K | Buy |
16,373
+410
| +3% | +$24.4K | 0.03% | 299 |
|
|
2024
Q1 | $925K | Buy |
15,963
+160
| +1% | +$9.27K | 0.03% | 301 |
|
|
2023
Q4 | $778K | Buy |
15,803
+687
| +5% | +$33.8K | 0.02% | 302 |
|
|
2023
Q3 | $618K | Sell |
15,116
-850
| -5% | -$34.7K | 0.02% | 314 |
|
|
2023
Q2 | $681K | Sell |
15,966
-9,379
| -37% | -$400K | 0.02% | 309 |
|
|
2023
Q1 | $947K | Sell |
25,345
-17,932
| -41% | -$670K | 0.03% | 295 |
|
|
2022
Q4 | $1.79M | Buy |
43,277
+3,340
| +8% | +$138K | 0.06% | 177 |
|
|
2022
Q3 | $1.61M | Buy |
39,937
+2,687
| +7% | +$108K | 0.06% | 187 |
|
|
2022
Q2 | $1.51M | Buy |
37,250
+2,569
| +7% | +$104K | 0.06% | 202 |
|
|
2022
Q1 | $1.68M | Sell |
34,681
-2,276
| -6% | -$110K | 0.05% | 202 |
|
|
2021
Q4 | $1.77M | Buy |
36,957
+39
| +0.1% | +$1.87K | 0.05% | 201 |
|
|
2021
Q3 | $1.71M | Sell |
36,918
-105,698
| -74% | -$4.91M | 0.05% | 199 |
|
|
2021
Q2 | $6.46M | Buy |
142,616
+108
| +0.1% | +$4.89K | 0.21% | 68 |
|
|
2021
Q1 | $5.57M | Buy |
142,508
+3,626
| +3% | +$142K | 0.19% | 73 |
|
|
2020
Q4 | $4.19M | Buy |
138,882
+4,630
| +3% | +$140K | 0.15% | 90 |
|
|
2020
Q3 | $3.16M | Buy |
134,252
+34,466
| +35% | +$810K | 0.13% | 106 |
|
|
2020
Q2 | $2.55M | Sell |
99,786
-43,515
| -30% | -$1.11M | 0.11% | 126 |
|
|
2020
Q1 | $4.11M | Buy |
143,301
+98,067
| +217% | +$2.81M | 0.31% | 41 |
|
|
2019
Q4 | $2.43M | Sell |
45,234
-2,420
| -5% | -$130K | 0.14% | 84 |
|
|
2019
Q3 | $2.4M | Buy |
47,654
+7,648
| +19% | +$386K | 0.14% | 78 |
|
|
2019
Q2 | $1.89M | Sell |
40,006
-1,087
| -3% | -$51.4K | 0.11% | 92 |
|
|
2019
Q1 | $1.99M | Buy |
+41,093
| New | +$1.99M | 0.12% | 93 |
|
|
2018
Q1 | – | Sell |
-3,360
| Closed | -$204K | – | 253 |
|
|
2017
Q4 | $204K | Buy |
+3,360
| New | +$204K | 0.01% | 221 |
|
|
2017
Q2 | – | Sell |
-11,430
| Closed | -$636K | – | 265 |
|
|
2017
Q1 | $636K | Hold |
11,430
| – | – | 0.05% | 164 |
|
|
2016
Q4 | $630K | Sell |
11,430
-11,510
| -50% | -$634K | 0.05% | 162 |
|
|
2016
Q3 | $1.02M | Buy |
22,940
+4,194
| +22% | +$186K | 0.09% | 121 |
|
|
2016
Q2 | $887K | Buy |
18,746
+1,566
| +9% | +$74.1K | 0.08% | 126 |
|
|
2016
Q1 | $831K | Sell |
17,180
-18
| -0.1% | -$871 | 0.08% | 129 |
|
|
2015
Q4 | $935K | Buy |
17,198
+3,299
| +24% | +$179K | 0.09% | 127 |
|
|
2015
Q3 | $714K | Buy |
13,899
+20
| +0.1% | +$1.03K | 0.07% | 149 |
|
|
2015
Q2 | $781K | Sell |
13,879
-496
| -3% | -$27.9K | 0.07% | 137 |
|
|
2015
Q1 | $782K | Sell |
14,375
-538
| -4% | -$29.3K | 0.07% | 133 |
|
|
2014
Q4 | $817K | Sell |
14,913
-102
| -0.7% | -$5.59K | 0.08% | 135 |
|
|
2014
Q3 | $779K | Sell |
15,015
-342
| -2% | -$17.7K | 0.08% | 138 |
|
|
2014
Q2 | $807K | Buy |
15,357
+689
| +5% | +$36.2K | 0.08% | 138 |
|
|
2014
Q1 | $730K | Sell |
14,668
-2,012
| -12% | -$100K | 0.08% | 141 |
|
|
2013
Q4 | $758K | Buy |
16,680
+583
| +4% | +$26.5K | 0.08% | 137 |
|
|
2013
Q3 | $665K | Sell |
16,097
-74
| -0.5% | -$3.06K | 0.08% | 130 |
|
|
2013
Q2 | $667K | Buy |
+16,171
| New | +$667K | 0.09% | 124 |
|