Atomi Financial Group’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 | $3M | Buy |
37,397
+2,895
| +8% | +$232K | 0.11% | 135 |
|
|
2025
Q1 | $2.48M | Buy |
34,502
+3,526
| +11% | +$253K | 0.11% | 143 |
|
|
2024
Q4 | $2.18M | Buy |
30,976
+5,121
| +20% | +$360K | 0.11% | 135 |
|
|
2024
Q3 | $1.46M | Sell |
25,855
-2,516
| -9% | -$142K | 0.09% | 174 |
|
|
2024
Q2 | $1.68M | Buy |
28,371
+9,995
| +54% | +$594K | 0.12% | 136 |
|
|
2024
Q1 | $1.07M | Buy |
18,376
+4,518
| +33% | +$262K | 0.1% | 176 |
|
|
2023
Q4 | $682K | Buy |
+13,858
| New | +$682K | 0.09% | 195 |
|
|
2023
Q3 | – | Sell |
-4,799
| Closed | -$205K | – | 381 |
|
|
2023
Q2 | $205K | Buy |
+4,799
| New | +$205K | 0.09% | 249 |
|