Athena Investment Management’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 | $757K | Sell |
9,447
-45
| -0.5% | -$3.61K | 0.42% | 55 |
|
|
2025
Q1 | $681K | Sell |
9,492
-199
| -2% | -$14.3K | 0.41% | 56 |
|
|
2024
Q4 | $681K | Sell |
9,691
-67
| -0.7% | -$4.71K | 0.39% | 60 |
|
|
2024
Q3 | $551K | Hold |
9,758
| – | – | 0.31% | 74 |
|
|
2024
Q2 | $580K | Sell |
9,758
-332
| -3% | -$19.7K | 0.35% | 69 |
|
|
2024
Q1 | $585K | Sell |
10,090
-40
| -0.4% | -$2.32K | 0.35% | 71 |
|
|
2023
Q4 | $499K | Sell |
10,130
-75
| -0.7% | -$3.69K | 0.32% | 74 |
|
|
2023
Q3 | $417K | Buy |
10,205
+1
| +0% | +$41 | 0.3% | 80 |
|
|
2023
Q2 | $436K | Sell |
10,204
-63
| -0.6% | -$2.69K | 0.3% | 77 |
|
|
2023
Q1 | $384K | Hold |
10,267
| – | – | 0.28% | 89 |
|
|
2022
Q4 | $424K | Sell |
10,267
-120
| -1% | -$4.96K | 0.31% | 76 |
|
|
2022
Q3 | $418K | Buy |
10,387
+150
| +1% | +$6.04K | 0.35% | 71 |
|
|
2022
Q2 | $401K | Buy |
10,237
+6,055
| +145% | +$237K | 0.32% | 76 |
|
|
2022
Q1 | $200K | Buy |
+4,182
| New | +$200K | 0.16% | 118 |
|