Atria Investments’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 | $21.2M | Buy |
264,222
+35,123
| +15% | +$2.81M | 0.25% | 70 |
|
|
2025
Q1 | $16.4M | Buy |
229,099
+7,752
| +4% | +$557K | 0.21% | 95 |
|
|
2024
Q4 | $15.5M | Sell |
221,347
-15,199
| -6% | -$1.07M | 0.19% | 106 |
|
|
2024
Q3 | $13.4M | Sell |
236,546
-2,078
| -0.9% | -$117K | 0.17% | 131 |
|
|
2024
Q2 | $14.2M | Sell |
238,624
-20,210
| -8% | -$1.2M | 0.18% | 119 |
|
|
2024
Q1 | $15M | Buy |
258,834
+23,494
| +10% | +$1.36M | 0.21% | 104 |
|
|
2023
Q4 | $11.6M | Buy |
235,340
+44,234
| +23% | +$2.18M | 0.18% | 134 |
|
|
2023
Q3 | $7.81M | Buy |
191,106
+22,294
| +13% | +$911K | 0.14% | 179 |
|
|
2023
Q2 | $7.2M | Sell |
168,812
-16,494
| -9% | -$704K | 0.13% | 186 |
|
|
2023
Q1 | $6.93M | Buy |
185,306
+28,551
| +18% | +$1.07M | 0.13% | 188 |
|
|
2022
Q4 | $6.47M | Sell |
156,755
-10,250
| -6% | -$423K | 0.13% | 197 |
|
|
2022
Q3 | $6.72M | Buy |
167,005
+31,299
| +23% | +$1.26M | 0.15% | 170 |
|
|
2022
Q2 | $5.32M | Sell |
135,706
-1,180
| -0.9% | -$46.2K | 0.11% | 223 |
|
|
2022
Q1 | $6.63M | Buy |
136,886
+16,546
| +14% | +$802K | 0.12% | 206 |
|
|
2021
Q4 | $5.77M | Buy |
120,340
+5,801
| +5% | +$278K | 0.1% | 243 |
|
|
2021
Q3 | $5.32M | Buy |
114,539
+35,209
| +44% | +$1.63M | 0.1% | 231 |
|
|
2021
Q2 | $3.59M | Sell |
79,330
-12,622
| -14% | -$572K | 0.07% | 321 |
|
|
2021
Q1 | $3.59M | Buy |
91,952
+14,280
| +18% | +$558K | 0.08% | 291 |
|
|
2020
Q4 | $2.34M | Sell |
77,672
-50,968
| -40% | -$1.54M | 0.06% | 378 |
|
|
2020
Q3 | $3.02M | Buy |
128,640
+8,645
| +7% | +$203K | 0.09% | 243 |
|
|
2020
Q2 | $3.07M | Buy |
+119,995
| New | +$3.07M | 0.11% | 229 |
|
|
2020
Q1 | – | Sell |
-125,640
| Closed | -$6.76M | – | 1202 |
|
|
2019
Q4 | $6.76M | Buy |
125,640
+78,083
| +164% | +$4.2M | 0.18% | 112 |
|
|
2019
Q3 | $2.4M | Sell |
47,557
-1,344
| -3% | -$67.8K | 0.09% | 194 |
|
|
2019
Q2 | $2.2M | Sell |
48,901
-2,695
| -5% | -$121K | 0.08% | 207 |
|
|
2019
Q1 | $2.49M | Sell |
51,596
-8,926
| -15% | -$431K | 0.11% | 188 |
|
|
2018
Q4 | $2.79M | Sell |
60,522
-38,114
| -39% | -$1.76M | 0.12% | 131 |
|
|
2018
Q3 | $5.18M | Sell |
98,636
-1,663
| -2% | -$87.4K | 0.2% | 88 |
|
|
2018
Q2 | $5.56M | Sell |
100,299
-2,677
| -3% | -$148K | 0.24% | 75 |
|
|
2018
Q1 | $5.4M | Buy |
102,976
+2,043
| +2% | +$107K | 0.26% | 67 |
|
|
2017
Q4 | $6.12M | Buy |
100,933
+51,705
| +105% | +$3.14M | 0.3% | 52 |
|
|
2017
Q3 | $2.72M | Buy |
49,228
+3,298
| +7% | +$182K | 0.15% | 149 |
|
|
2017
Q2 | $2.55M | Sell |
45,930
-3,260
| -7% | -$181K | 0.16% | 146 |
|
|
2017
Q1 | $2.74M | Buy |
49,190
+719
| +1% | +$40K | 0.18% | 115 |
|
|
2016
Q4 | $2.67M | Sell |
48,471
-27,778
| -36% | -$1.53M | 0.2% | 92 |
|
|
2016
Q3 | $3.38M | Buy |
76,249
+13,458
| +21% | +$596K | 0.31% | 52 |
|
|
2016
Q2 | $3M | Buy |
62,791
+2,734
| +5% | +$130K | 0.32% | 46 |
|
|
2016
Q1 | $2.9M | Sell |
60,057
-519
| -0.9% | -$25.1K | 0.33% | 43 |
|
|
2015
Q4 | $3M | Buy |
60,576
+27,852
| +85% | +$1.38M | 0.33% | 47 |
|
|
2015
Q3 | $1.68M | Sell |
32,724
-628
| -2% | -$32.2K | 0.23% | 64 |
|
|
2015
Q2 | $1.88M | Buy |
33,352
+1,441
| +5% | +$81.1K | 0.22% | 64 |
|
|
2015
Q1 | $1.74M | Buy |
31,911
+7,198
| +29% | +$392K | 0.2% | 75 |
|
|
2014
Q4 | $1.36M | Sell |
24,713
-1,704
| -6% | -$93.4K | 0.14% | 115 |
|
|
2014
Q3 | $1.37M | Sell |
26,417
-1,501
| -5% | -$77.8K | 0.14% | 124 |
|
|
2014
Q2 | $1.47M | Sell |
27,918
-416
| -1% | -$21.9K | 0.15% | 128 |
|
|
2014
Q1 | $1.41M | Buy |
28,334
+1,905
| +7% | +$94.7K | 0.14% | 132 |
|
|
2013
Q4 | $1.2M | Buy |
26,429
+692
| +3% | +$31.4K | 0.12% | 155 |
|
|
2013
Q3 | $1.06M | Sell |
25,737
-184
| -0.7% | -$7.6K | 0.11% | 150 |
|
|
2013
Q2 | $1.07M | Buy |
+25,921
| New | +$1.07M | 0.13% | 95 |
|