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 |
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|
2025
Q1 | $6.39M | Sell |
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|
2024
Q4 | $6.8M | Sell |
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|
2024
Q3 | $5.47M | Sell |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $6.39M | Buy |
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|
2023
Q4 | $4.99M | Buy |
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|
2023
Q3 | $4.02M | Buy |
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|
2023
Q2 | $4.15M | Buy |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.81M | Buy |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $3.64M | Buy |
|