Atalanta Sosnoff Capital’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 | $834K | Sell |
10,404
-1,387
| -12% | -$111K | 0.02% | 66 |
|
|
2025
Q1 | $846K | Sell |
11,791
-1,768
| -13% | -$127K | 0.02% | 66 |
|
|
2024
Q4 | $952K | Buy |
13,559
+4,124
| +44% | +$290K | 0.02% | 62 |
|
|
2024
Q3 | $533K | Sell |
9,435
-799,545
| -99% | -$45.2M | 0.01% | 76 |
|
|
2024
Q2 | $48M | Buy |
808,980
+241,644
| +43% | +$14.4M | 1.08% | 33 |
|
|
2024
Q1 | $32.9M | Buy |
567,336
+1,643
| +0.3% | +$95.2K | 0.76% | 47 |
|
|
2023
Q4 | $27.8M | Sell |
565,693
-14,299
| -2% | -$704K | 0.72% | 52 |
|
|
2023
Q3 | $23.7M | Sell |
579,992
-16,602
| -3% | -$678K | 0.7% | 51 |
|
|
2023
Q2 | $25.5M | Sell |
596,594
-18,378
| -3% | -$784K | 0.69% | 49 |
|
|
2023
Q1 | $23M | Sell |
614,972
-170,511
| -22% | -$6.37M | 0.67% | 50 |
|
|
2022
Q4 | $32.4M | Sell |
785,483
-65,575
| -8% | -$2.71M | 1% | 41 |
|
|
2022
Q3 | $34.2M | Sell |
851,058
-16,959
| -2% | -$682K | 1.08% | 34 |
|
|
2022
Q2 | $34M | Sell |
868,017
-435,798
| -33% | -$17.1M | 1.03% | 36 |
|
|
2022
Q1 | $63.2M | Buy |
1,303,815
+537
| +0% | +$26K | 1.48% | 23 |
|
|
2021
Q4 | $62.5M | Buy |
1,303,278
+116,555
| +10% | +$5.59M | 1.35% | 24 |
|
|
2021
Q3 | $55.1M | Sell |
1,186,723
-13,433
| -1% | -$623K | 1.29% | 30 |
|
|
2021
Q2 | $54.4M | Sell |
1,200,156
-3,220
| -0.3% | -$146K | 1.26% | 33 |
|
|
2021
Q1 | $47M | Buy |
+1,203,376
| New | +$47M | 1.16% | 32 |
|
|
2019
Q2 | – | Sell |
-575,987
| Closed | -$27.8M | – | 104 |
|
|
2019
Q1 | $27.8M | Sell |
575,987
-101,558
| -15% | -$4.91M | 0.87% | 50 |
|
|
2018
Q4 | $31.2M | Sell |
677,545
-2,743
| -0.4% | -$126K | 1.14% | 36 |
|
|
2018
Q3 | $35.8M | Buy |
+680,288
| New | +$35.8M | 1.07% | 38 |
|
|
2017
Q4 | – | Sell |
-7,433
| Closed | -$410K | – | 98 |
|
|
2017
Q3 | $410K | Sell |
7,433
-6,825
| -48% | -$376K | 0.01% | 76 |
|
|
2017
Q2 | $790K | Sell |
14,258
-19,028
| -57% | -$1.05M | 0.03% | 77 |
|
|
2017
Q1 | $1.85M | Buy |
33,286
+221
| +0.7% | +$12.3K | 0.07% | 74 |
|
|
2016
Q4 | $1.82M | Sell |
33,065
-5,610
| -15% | -$309K | 0.06% | 78 |
|
|
2016
Q3 | $1.71M | Sell |
38,675
-805,266
| -95% | -$35.7M | 0.06% | 85 |
|
|
2016
Q2 | $39.9M | Sell |
843,941
-117,697
| -12% | -$5.57M | 1.33% | 31 |
|
|
2016
Q1 | $46.5M | Buy |
961,638
+913,190
| +1,885% | +$44.2M | 1.46% | 28 |
|
|
2015
Q4 | $2.63M | Sell |
48,448
-6
| -0% | -$326 | 0.08% | 67 |
|
|
2015
Q3 | $2.49M | Sell |
48,454
-2,147
| -4% | -$110K | 0.08% | 65 |
|
|
2015
Q2 | $2.85M | Buy |
50,601
+9,411
| +23% | +$529K | 0.08% | 69 |
|
|
2015
Q1 | $2.24M | Sell |
41,190
-11,175
| -21% | -$608K | 0.06% | 76 |
|
|
2014
Q4 | $2.87M | Sell |
52,365
-200
| -0.4% | -$11K | 0.07% | 64 |
|
|
2014
Q3 | $2.73M | Buy |
52,565
+10,325
| +24% | +$535K | 0.07% | 59 |
|
|
2014
Q2 | $2.22M | Sell |
42,240
-940
| -2% | -$49.4K | 0.05% | 64 |
|
|
2014
Q1 | $2.15M | Sell |
43,180
-825
| -2% | -$41K | 0.05% | 59 |
|
|
2013
Q4 | $2M | Buy |
44,005
+655
| +2% | +$29.7K | 0.04% | 62 |
|
|
2013
Q3 | $1.79M | Sell |
43,350
-515,499
| -92% | -$21.3M | 0.05% | 58 |
|
|
2013
Q2 | $23.1M | Buy |
+558,849
| New | +$23.1M | 0.56% | 49 |
|