Atlas Capital Advisors’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 | $10.9K | Hold |
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|
2025
Q1 | $9.76K | Hold |
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|
2024
Q4 | $9.55K | Hold |
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|
2024
Q3 | $7.68K | Sell |
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|
2024
Q2 | $31.1K | Sell |
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|
2024
Q1 | $45.1K | Buy |
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|
2023
Q4 | $17.8K | Hold |
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|
2023
Q3 | $14.8K | Sell |
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|
2023
Q2 | $88K | Hold |
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|
2023
Q1 | $77K | Hold |
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|
2022
Q4 | $85.1K | Sell |
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|
2022
Q3 | $125K | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $811K | Buy |
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|
2021
Q2 | $187K | Buy |
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|
2021
Q1 | $156K | Buy |
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|
2020
Q4 | $67.9K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $57.6K | Sell |
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|
2020
Q1 | $74.6K | Sell |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $199K | Buy |
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|
2019
Q1 | $107K | Hold |
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|
2018
Q4 | $102K | Sell |
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|
2018
Q3 | $143K | Buy |
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|
2018
Q2 | $90.5K | Hold |
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|
2018
Q1 | $83.9K | Buy |
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