Atria Wealth Solutions’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	$2.53M	Sell	31,269 -57,686	-65%	-$4.16M	0.06%	356
2025 Q1	$6.39M	Sell	88,955 -7,851	-8%	-$589K	0.08%	270
2024 Q4	$6.8M	Sell	96,806 -63	-0.1%	-$4.3K	0.07%	274
2024 Q3	$5.47M	Sell	96,869 -4,698	-5%	-$266K	0.06%	325
2024 Q2	$6.03M	Sell	101,567 -8,662	-8%	-$511K	0.07%	297
2024 Q1	$6.39M	Buy	110,229 +8,828	+9%	+$462K	0.07%	281
2023 Q4	$4.99M	Buy	101,401 +3,093	+3%	+$133K	0.06%	310
2023 Q3	$4.02M	Buy	98,308 +1,025	+1%	+$44.3K	0.06%	345
2023 Q2	$4.15M	Buy	97,283 +12,199	+14%	+$491K	0.06%	337
2023 Q1	$3.18M	Sell	85,084 -7,170	-8%	-$313K	0.05%	396
2022 Q4	$3.81M	Buy	92,254 +4,956	+6%	+$219K	0.06%	317
2022 Q3	$3.51M	Buy	87,298 +38,388	+78%	+$1.65M	0.06%	312
2022 Q2	$1.92M	Sell	48,910 -26,193	-35%	-$1.15M	0.04%	459
2022 Q1	$3.64M	Buy	+75,103	New	+$4.02M	0.06%	313