Atlas Capital Advisors’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 | $10.9K | Hold |
136
| – | – | ﹤0.01% | 770 |
|
|
2025
Q1 | $9.76K | Hold |
136
| – | – | ﹤0.01% | 803 |
|
|
2024
Q4 | $9.55K | Hold |
136
| – | – | ﹤0.01% | 783 |
|
|
2024
Q3 | $7.68K | Sell |
136
-387
| -74% | -$21.9K | ﹤0.01% | 747 |
|
|
2024
Q2 | $31.1K | Sell |
523
-256
| -33% | -$15.2K | ﹤0.01% | 645 |
|
|
2024
Q1 | $45.2K | Buy |
779
+418
| +116% | +$24.2K | 0.01% | 582 |
|
|
2023
Q4 | $17.8K | Hold |
361
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $14.8K | Sell |
361
-1,700
| -82% | -$69.5K | ﹤0.01% | 669 |
|
|
2023
Q2 | $88K | Hold |
2,061
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $77K | Hold |
2,061
| – | – | 0.01% | 506 |
|
|
2022
Q4 | $85.1K | Sell |
2,061
-1,050
| -34% | -$43.4K | 0.01% | 466 |
|
|
2022
Q3 | $125K | Sell |
3,111
-2,000
| -39% | -$80.4K | 0.02% | 410 |
|
|
2022
Q2 | $200K | Sell |
5,111
-18,128
| -78% | -$710K | 0.03% | 369 |
|
|
2022
Q1 | $1.13M | Buy |
23,239
+98
| +0.4% | +$4.75K | 0.17% | 106 |
|
|
2021
Q4 | $1.11M | Buy |
23,141
+5,673
| +32% | +$272K | 0.17% | 105 |
|
|
2021
Q3 | $811K | Buy |
17,468
+13,332
| +322% | +$619K | 0.13% | 133 |
|
|
2021
Q2 | $187K | Buy |
4,136
+136
| +3% | +$6.16K | 0.03% | 367 |
|
|
2021
Q1 | $156K | Buy |
4,000
+1,751
| +78% | +$68.4K | 0.03% | 358 |
|
|
2020
Q4 | $67.9K | Buy |
+2,249
| New | +$67.9K | 0.01% | 442 |
|
|
2020
Q3 | – | Sell |
-2,249
| Closed | -$57.6K | – | 599 |
|
|
2020
Q2 | $57.6K | Sell |
2,249
-350
| -13% | -$8.96K | 0.01% | 463 |
|
|
2020
Q1 | $74.6K | Sell |
2,599
-1,600
| -38% | -$45.9K | 0.02% | 393 |
|
|
2019
Q4 | $226K | Hold |
4,199
| – | – | 0.06% | 303 |
|
|
2019
Q3 | $212K | Hold |
4,199
| – | – | 0.06% | 304 |
|
|
2019
Q2 | $199K | Buy |
4,199
+1,982
| +89% | +$93.8K | 0.07% | 293 |
|
|
2019
Q1 | $107K | Hold |
2,217
| – | – | 0.04% | 346 |
|
|
2018
Q4 | $102K | Sell |
2,217
-503
| -18% | -$23.2K | 0.04% | 336 |
|
|
2018
Q3 | $143K | Buy |
2,720
+1,120
| +70% | +$59K | 0.05% | 321 |
|
|
2018
Q2 | $90.5K | Hold |
1,600
| – | – | 0.03% | 351 |
|
|
2018
Q1 | $83.9K | Buy |
+1,600
| New | +$83.9K | 0.03% | 376 |
|