Atlas Brown’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 | $496K | Sell |
6,194
-609
| -9% | -$48.8K | 0.16% | 128 |
|
|
2025
Q1 | $488K | Buy |
6,803
+50
| +0.7% | +$3.59K | 0.17% | 127 |
|
|
2024
Q4 | $474K | Buy |
6,753
+55
| +0.8% | +$3.86K | 0.16% | 126 |
|
|
2024
Q3 | $378K | Buy |
6,698
+25
| +0.4% | +$1.41K | 0.13% | 146 |
|
|
2024
Q2 | $396K | Buy |
6,673
+495
| +8% | +$29.4K | 0.14% | 141 |
|
|
2024
Q1 | $358K | Buy |
6,178
+232
| +4% | +$13.4K | 0.13% | 145 |
|
|
2023
Q4 | $293K | Buy |
5,946
+84
| +1% | +$4.13K | 0.12% | 150 |
|
|
2023
Q3 | $240K | Sell |
5,862
-43
| -0.7% | -$1.76K | 0.11% | 160 |
|
|
2023
Q2 | $252K | Hold |
5,905
| – | – | 0.11% | 161 |
|
|
2023
Q1 | $221K | Buy |
5,905
+302
| +5% | +$11.3K | 0.1% | 165 |
|
|
2022
Q4 | $231K | Buy |
5,603
+165
| +3% | +$6.81K | 0.11% | 159 |
|
|
2022
Q3 | $219K | Hold |
5,438
| – | – | 0.11% | 155 |
|
|
2022
Q2 | $213K | Hold |
5,438
| – | – | 0.1% | 163 |
|
|
2022
Q1 | $264K | Hold |
5,438
| – | – | 0.11% | 157 |
|
|
2021
Q4 | $261K | Buy |
5,438
+1
| +0% | +$48 | 0.1% | 160 |
|
|
2021
Q3 | $252K | Hold |
5,437
| – | – | 0.11% | 153 |
|
|
2021
Q2 | $246K | Hold |
5,437
| – | – | 0.11% | 160 |
|
|
2021
Q1 | $212K | Buy |
+5,437
| New | +$212K | 0.1% | 161 |
|
|
2020
Q4 | – | Sell |
-8,611
| Closed | -$202K | – | 163 |
|
|
2020
Q3 | $202K | Sell |
8,611
-1,663
| -16% | -$39K | 0.12% | 148 |
|
|
2020
Q2 | $263K | Buy |
10,274
+1
| +0% | +$26 | 0.17% | 128 |
|
|
2020
Q1 | $295K | Sell |
10,273
-764
| -7% | -$21.9K | 0.23% | 105 |
|
|
2019
Q4 | $594K | Buy |
11,037
+101
| +0.9% | +$5.44K | 0.37% | 80 |
|
|
2019
Q3 | $552K | Buy |
10,936
+822
| +8% | +$41.5K | 0.39% | 78 |
|
|
2019
Q2 | $479K | Hold |
10,114
| – | – | 0.33% | 85 |
|
|
2019
Q1 | $489K | Sell |
10,114
-2,100
| -17% | -$102K | 0.35% | 84 |
|
|
2018
Q4 | $563K | Sell |
12,214
-24
| -0.2% | -$1.11K | 0.43% | 68 |
|
|
2018
Q3 | $643K | Buy |
12,238
+139
| +1% | +$7.3K | 0.39% | 75 |
|
|
2018
Q2 | $685K | Hold |
12,099
| – | – | 0.16% | 66 |
|
|
2018
Q1 | $634K | Buy |
12,099
+2,200
| +22% | +$115K | 0.12% | 73 |
|
|
2017
Q4 | $648K | Sell |
9,899
-1,225
| -11% | -$80.2K | 0.12% | 71 |
|
|
2017
Q3 | $613K | Buy |
11,124
+3,953
| +55% | +$218K | 0.13% | 69 |
|
|
2017
Q2 | $397K | Sell |
7,171
-453
| -6% | -$25.1K | 0.35% | 87 |
|
|
2017
Q1 | $424K | Sell |
7,624
-1,549
| -17% | -$86.1K | 0.33% | 81 |
|
|
2016
Q4 | $406K | Hold |
9,173
| – | – | 0.17% | 81 |
|
|
2016
Q3 | $406K | Sell |
9,173
-146
| -2% | -$6.46K | 0.17% | 81 |
|
|
2016
Q2 | $441K | Buy |
9,319
+253
| +3% | +$12K | 0.18% | 72 |
|
|
2016
Q1 | $438K | Buy |
9,066
+740
| +9% | +$35.8K | 0.18% | 70 |
|
|
2015
Q4 | $404K | Buy |
8,326
+1,517
| +22% | +$73.6K | 0.26% | 68 |
|
|
2015
Q3 | $350K | Buy |
6,809
+484
| +8% | +$24.9K | 0.15% | 76 |
|
|
2015
Q2 | $366K | Sell |
6,325
-572
| -8% | -$33.1K | 0.14% | 79 |
|
|
2015
Q1 | $375K | Buy |
6,897
+1,152
| +20% | +$62.6K | 0.1% | 79 |
|
|
2014
Q4 | $315K | Buy |
5,745
+300
| +6% | +$16.4K | 0.09% | 84 |
|
|
2014
Q3 | $282K | Sell |
5,445
-1,486
| -21% | -$77K | 0.1% | 87 |
|
|
2014
Q2 | $364K | Hold |
6,931
| – | – | 0.18% | 73 |
|
|
2014
Q1 | $345K | Buy |
6,931
+775
| +13% | +$38.6K | 0.19% | 65 |
|
|
2013
Q4 | $279K | Buy |
6,156
+226
| +4% | +$10.2K | 0.2% | 61 |
|
|
2013
Q3 | $245K | Sell |
5,930
-5,152
| -46% | -$213K | 0.18% | 63 |
|
|
2013
Q2 | $457K | Buy |
+11,082
| New | +$457K | 0.1% | 85 |
|