Atria Wealth Solutions’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 | $2.53M | Sell |
31,269
-57,686
| -65% | -$4.67M | 0.06% | 356 |
|
|
2025
Q1 | $6.39M | Sell |
88,955
-7,851
| -8% | -$564K | 0.08% | 270 |
|
|
2024
Q4 | $6.8M | Sell |
96,806
-63
| -0.1% | -$4.43K | 0.07% | 273 |
|
|
2024
Q3 | $5.47M | Sell |
96,869
-4,698
| -5% | -$265K | 0.06% | 323 |
|
|
2024
Q2 | $6.03M | Sell |
101,567
-8,662
| -8% | -$514K | 0.07% | 296 |
|
|
2024
Q1 | $6.39M | Buy |
110,229
+8,828
| +9% | +$512K | 0.07% | 279 |
|
|
2023
Q4 | $4.99M | Buy |
101,401
+3,093
| +3% | +$152K | 0.06% | 309 |
|
|
2023
Q3 | $4.02M | Buy |
98,308
+1,025
| +1% | +$41.9K | 0.06% | 345 |
|
|
2023
Q2 | $4.15M | Buy |
97,283
+12,199
| +14% | +$521K | 0.06% | 337 |
|
|
2023
Q1 | $3.18M | Sell |
85,084
-7,170
| -8% | -$268K | 0.05% | 396 |
|
|
2022
Q4 | $3.81M | Buy |
92,254
+4,956
| +6% | +$205K | 0.06% | 317 |
|
|
2022
Q3 | $3.51M | Buy |
87,298
+38,388
| +78% | +$1.54M | 0.06% | 312 |
|
|
2022
Q2 | $1.92M | Sell |
48,910
-26,193
| -35% | -$1.03M | 0.04% | 443 |
|
|
2022
Q1 | $3.64M | Buy |
+75,103
| New | +$3.64M | 0.06% | 313 |
|