Athena Investment Management’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 | $757K | Sell |
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|
2025
Q1 | $681K | Sell |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $200K | Buy |
|